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20 Northwest First Street Fifth Floor, Evansville, IN 47708 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-08-28 |
Branch Locations
20 Northwest First Street Fifth Floor, Evansville, IN 47708 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Evansville | IN | 08/2014 | 05/2023 |
| Northwestern Mutual | Evansville | IN | 05/2019 | 09/2019 |
| Mark'S Fireworks | Evansville | IN | 03/2020 | 07/2020 |
| Gibbs Die Casting | Henderson | KY | 04/2024 | 05/2025 |
| Parlor Doughnuts | Evansville | IN | 10/2020 | Present |
| Donaldson Capital Management Llc | Evansville | IN | 05/2025 | Present |
PARLOR DOUGHNUTS SOUTHLAKE, LAKE WORTH, & OCEANSIDE; NOT INVESTMENT-RELATED; 410 W SOUTHLAKE BLVD STE 140, SOUTHLAKE, TX 76092 / 6547 LAKE WORTH BLVD., LAKE WORTH, TX 76135 / 331 N CLEVELAND ST, OCEANSIDE, CA 92054; RESTAURANTS; PARTNER AND PASSIVE OWNER; 10/2020; 5HR/MONTH, 0 DURING TRADING HOURS; GIVE RECOMMENDATIONS ON BUSINESS OPERATIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-04 |
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