Best Investors Account Sign in
Inactive

Adam Michael Donaldson

Tudor Financial, Inc.

Dayton, OH

Claim This Profile
Current Employers
Tudor Financial, Inc.

8111 Timberlodge Trail, Dayton, OH 45458-2103 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-01-06
  • OH RA
    APPROVED
    Since 2026-01-06

Branch Locations

8111 Timberlodge Trail, Dayton, OH 45458-2103 • 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
Tudor Financial, Inc. Dayton OH 01/2020 Present
High School Centerville OH 01/2016 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-03
  • S65 Uniform Investment Adviser Law Examination
    2026-01-03

View on SEC IAPD

Other Firms

TRANSAMERICA FINANCIAL ADVISORS, LLC
ONESEVEN
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
IME FINANCIAL, LLC
CETERA INVESTMENT ADVISERS LLC
HARBOUR INVESTMENTS, INC.
FIDUCIARY WEALTH GROUP, LLC

Other Investors

KARL N BORGERSEN
JEFFREY ROBERT HUBER
MICHAEL JOSEPH MARTENS
JONATHAN MICHAEL RICHARD
BEN HOWARD FELDMEYER
Austin Phillip Barnard
DAVID ROBERT HOLTZ
PHILIP VINCENT GALLAGHER

Other Offices

TRANSAMERICA FINANCIAL ADVISORS, LLC · Dayton, OH
ONESEVEN · DAYTON, OH
OSAIC WEALTH, INC. · CENTERVILLE, OH
LPL FINANCIAL LLC · CENTERVILLE, OH
IME FINANCIAL, LLC · KETTERING, OH
CETERA INVESTMENT ADVISERS LLC · Kettering, OH
HARBOUR INVESTMENTS, INC. · KETTERING, OH
OSAIC WEALTH, INC. · CENTERVILLE, OH

More in Dayton, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor