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Inactive

James Thompson Roberts

Donaldson Capital Management LLC

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
IN RA APPROVED 2026-04-01
  • IN RA
    APPROVED
    Since 2026-04-01

Branch Locations

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
Donaldson Capital Management Llc Evansville IN 03/2025 Present
Nordicom Technologies Novi MI 05/2022 11/2024
Metronet Inc. Evansville IN 08/2019 05/2022
Pittsburgh Glass Works Evansville IN 08/2017 08/2019
Total Quality Logistics Evansville IN 04/2016 03/2017
Unemployed Evansville IN 03/2017 08/2017
Unemployed Evansville IN 11/2024 03/2025
  • 03/2025 → Present
    Donaldson Capital Management Llc
    Evansville, IN
  • 05/2022 → 11/2024
    Nordicom Technologies
    Novi, MI
  • 08/2019 → 05/2022
    Metronet Inc.
    Evansville, IN
  • 08/2017 → 08/2019
    Pittsburgh Glass Works
    Evansville, IN
  • 04/2016 → 03/2017
    Total Quality Logistics
    Evansville, IN
  • 03/2017 → 08/2017
    Unemployed
    Evansville, IN
  • 11/2024 → 03/2025
    Unemployed
    Evansville, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-01
  • S65 Uniform Investment Adviser Law Examination
    2026-04-01
Other Names
  • Tom Roberts

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · EVANSVILLE, IN
RAYMOND JAMES & ASSOCIATES, INC. · EVANSVILLE, IN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · EVANSVILLE, IN
KCPAG FINANCIAL ADVISORS LLC · EVANSVILLE, IN
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · EVANSVILLE, IN
MML INVESTORS SERVICES, LLC · Evansville, IN
KOVACK ADVISORS, INC. · Evansville, IN
EDWARD JONES · EVANSVILLE, IN

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