Inactive

Donna Lee Pleasant

Vision Capital & Management

Mooresville, NC

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Current Employers

Vision Capital & Management

Mooresville, NC • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2016-10-13

NC RA
APPROVED

Since 2016-10-13

Branch Locations

Mooresville, NC • 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

Organization	City	State	From	To
Fsc Securities Corporation	Atlanta	GA	05/2016	07/2022
Vision Capital & Management	Davidson	NC	12/2015	Present

05/2016 → 07/2022

Fsc Securities Corporation

Atlanta, GA
12/2015 → Present

Vision Capital & Management

Davidson, NC

Previous Registrations

2005-07-06 → 2010-09-01

Uwharrie Investment Advisors, Inc.

Albemarle, NC
2005-06-21 → 2005-06-21

Uvest Financial Services Group, Inc.

Albemarle, NC

Albemarle, NC

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-10-13
S66	Uniform Combined State Law Examination	2005-06-15

S65 Uniform Investment Adviser Law Examination

2016-10-13
S66 Uniform Combined State Law Examination

2005-06-15

Other Names

Donna Lee Pleasant

View on SEC IAPD

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