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Priscilla Colleen Birt

Donaldson Capital Management LLC

Knoxville, TN

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
TN RA APPROVED 2023-10-24
  • TN RA
    APPROVED
    Since 2023-10-24

Branch Locations

Knoxville, TN • United States

20 Northwest First Street Fifth Floor, 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
Resource Advisory Services Knoxville TN 06/2016 06/2020
The Mather Group, Llc Knoxville TN 06/2020 04/2021
The Mather Group, Llc Knoxville TN 04/2021 07/2023
Donaldson Capital Management Evansville IN 08/2023 Present
  • 06/2016 → 06/2020
    Resource Advisory Services
    Knoxville, TN
  • 06/2020 → 04/2021
    The Mather Group, Llc
    Knoxville, TN
  • 04/2021 → 07/2023
    The Mather Group, Llc
    Knoxville, TN
  • 08/2023 → Present
    Donaldson Capital Management
    Evansville, IN
Previous Registrations
  • 2020-06-11 → 2023-08-29
    The Mather Group, Llc
    Knoxville, TN
    Chicago, IL
  • 2018-08-07 → 2020-06-26
    Resource Advisory Services, Inc.
    Knoxville, TN
Designations
Other Names
  • Priscilla Brannon
  • Priscilla Colleen Brannon

View on SEC IAPD

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