Best Investors Account Sign in

Jonathan Lawrence Dootson

Davinci Financial Designs

Columbia, SC

Claim This Profile
Current Employers
Davinci Financial Designs

5301 N. Trenholm Road Suite A, Columbia, SC 29206 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-04-08
  • SC RA
    APPROVED
    Since 2024-04-08

Branch Locations

5301 N. Trenholm Road Suite A, Columbia, SC 29206 • 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
Northeast Oral And Maxillofacial Surgery Center Columbia SC 08/2012 11/2025
Davinci Financial Designs Columbia SC 12/2019 04/2023
Tri-County Technical College Columbia SC 08/2017 05/2018
Clemson University Clemson SC 08/2018 12/2021
Midlands Technical College Columbia SC 05/2018 08/2018
Lpl Financial Columbia SC 05/2021 Present
Cardinal Newman Catholic School Columbia SC 08/2010 05/2017
Davinci Financial Designs Columbia SC 04/2023 Present
  • 08/2012 → 11/2025
    Northeast Oral And Maxillofacial Surgery Center
    Columbia, SC
  • 12/2019 → 04/2023
    Columbia, SC
  • 08/2017 → 05/2018
    Tri-County Technical College
    Columbia, SC
  • 08/2018 → 12/2021
    Clemson University
    Clemson, SC
  • 05/2018 → 08/2018
    Midlands Technical College
    Columbia, SC
  • 05/2021 → Present
    Lpl Financial
    Columbia, SC
  • 08/2010 → 05/2017
    Cardinal Newman Catholic School
    Columbia, SC
  • 04/2023 → Present
    Columbia, SC
Other Businesses

1- 02/15/2023 / Davinci Investment Services / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / COLUMBIA, SC - Start Date 01/2022 - 120 hours per month/ 6 hours during trading 2- 02/15/2023 / Dootson Family Limited Partnership / Real Estate Rental / INVESTMENT RELATED / Columbia, SC - Start Date 04/2009 3- 02/15/2023 / NOTARY / INVESTMENT RELATED / At Reported Business Location(s) - Start Date 06/2021 4- 12/05/2023 - 1125 Woodrow St. Rental, LLC - Real Estate Rental - Investment Related - Columbia, SC - Start Date 11/01/2023 - 10 Hours Per Month/ 0 Hours During Trading 5- 12/12/2023 - DaVinci Financial Designs - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 04/14/2023 - 160 Hours Per Month/ 30 Hours During Trading - I provide administrative support to DaVinci Financial Designs LLC, an independent investment advisor firm. I started this business activity in 12/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6- 12/12/2023 - DaVinci Financial Designs LLC - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 04/15/2023 - 160 Hours Per Month/ 30 Hours During Trading - I provide administrative support to DaVinci Financial Designs LLC, an independent investment advisor firm. I started this business activity in 12/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-11
  • S66 Uniform Combined State Law Examination
    2023-04-11

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Columbia, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor