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Inactive

Zachary Stephan Chavira

Donaldson Capital Management LLC

Evansville, IN

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Current Employers
Donaldson Capital Management Llc

20 Northwest First Street Fifth Floor, Evansville, IN 47708 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2017-10-17
  • IN RA
    APPROVED
    Since 2017-10-17

Branch Locations

20 Nw 1St St #500, Evansville, IN 47708 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Henderson KY 04/2015 08/2017
Donaldson Capital Management Evansville IN 08/2017 Present
  • 04/2015 → 08/2017
    Ameriprise Financial Services, Inc.
    Henderson, KY
  • 08/2017 → Present
    Donaldson Capital Management
    Evansville, IN
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-01-14
S65 Uniform Investment Adviser Law Examination 2016-01-08
  • S63 Uniform Securities Agent State Law Examination
    2016-01-14
  • S65 Uniform Investment Adviser Law Examination
    2016-01-08
Other Names
  • Zachary Chavira

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · EVANSVILLE, IN
RAYMOND JAMES & ASSOCIATES, INC. · EVANSVILLE, IN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · EVANSVILLE, IN
KCPAG FINANCIAL ADVISORS LLC · EVANSVILLE, IN
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · EVANSVILLE, IN
MML INVESTORS SERVICES, LLC · Evansville, IN
KOVACK ADVISORS, INC. · Evansville, IN
EDWARD JONES · EVANSVILLE, IN

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