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20 Northwest First Street Fifth Floor, Evansville, IN 47708 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-05-22 |
Branch Locations
6600 Peachtree Dunwoody Rd Ste 108, Atlanta, GA 30328 • United States
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 |
|---|---|---|---|---|
| T & Brothers Construction | Griffin | GA | 05/2019 | 08/2019 |
| Athens Academy | Athens | GA | 08/2020 | 11/2020 |
| Vacayzen | Santa Rosa Beach | FL | 05/2021 | 08/2021 |
| University Of Georgia Golf Course | Athens | GA | 05/2022 | 09/2022 |
| Donaldson Capital Management, Llc | Atlanta | GA | 03/2024 | Present |
| University Of Georgia | Athens | GA | 08/2019 | 12/2023 |
| Unemployed | Athens | GA | 12/2023 | 03/2024 |
| Unemployed | Griffin | GA | 04/2015 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-12 |
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