Nicholas Edward Donaldson

Current Employers

Investment Fiduciary Planners, Llc

100 Fillmore St 5Th Floor, Denver, CO 80206 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-01-22

CO RA
APPROVED

Since 2026-01-22

Branch Locations

100 Fillmore St 5Th Floor, Denver, CO 80206 • 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

Organization	City	State	From	To
Cape Securities, Inc.	Mcdonough	GA	02/2015	02/2017
Gvc Capital Llc	Greenwood Village	CO	02/2017	03/2019
Investment Fiduciary Planners, Llc	Denver	CO	02/2017	Present

02/2015 → 02/2017

Cape Securities, Inc.

Mcdonough, GA
02/2017 → 03/2019

Gvc Capital Llc

Greenwood Village, CO
02/2017 → Present

Investment Fiduciary Planners, Llc

Denver, CO

Previous Registrations

2015-02-04 → 2017-02-22

Cape Investment Advisory, Inc.

Denver, CO

Mcdonough, GA
2011-11-29 → 2015-02-04

Park Avenue Securities Llc

Greenwood Village, CO
2011-02-03 → 2011-09-21

Voya Financial Advisors, Inc.

Midvale, UT

Greenwood Village, CO

Other Businesses

1) INDEPENDENT INSURANCE AGENT FOR INNOVATIVE BROKERAGE NETWORK (IBN), LOCATED AT 9859 BIG BEND BLVD, STE. 102, ST. LOUIS, MO 63122 SINCE 2/2015. LIFE INSURANCE AND FIXED PRODUCTS ONLY. 0-4 HRS/WEEK. NOT INVESTMENT-RELATED. 2) Independent mortgage loan officer for Efinity Bank, located at 1360 S Wadsworth Blvd # 207, Lakewood, CO 80232. 0-5 HRS/Week Not Investment Related.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-01-14

S66 Uniform Combined State Law Examination

2011-01-14

Other Names

Nicholas Edward Budke
Nick Edward Donaldson
Nick Edward Donaldson

View on SEC IAPD