Donald Albert Mattran

Current Employers

Foundry Wealth Advisors, Llc

921 E. Fort Avenue Suite 310, Baltimore, MD 21230 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-12-06
MD	RA	APPROVED	2019-06-19

TX RA
APPROVED_RES

Since 2022-12-06
MD RA
APPROVED

Since 2019-06-19

Branch Locations

921 E. Fort Avenue Suite 310, Baltimore, MD 21230 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
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
Coastal Equities, Inc.	Wilmington	DE	04/2011	09/2016
Jemma Financial Services D/B/A Foundry Wealth Advisors, Llc	Baltimore	MD	08/2016	12/2019
Foundry Wealth Advisors, Llc	Baltimore	MD	05/2019	Present

04/2011 → 09/2016

Coastal Equities, Inc.

Wilmington, DE
08/2016 → 12/2019

Jemma Financial Services D/B/A Foundry Wealth Advisors, Llc

Baltimore, MD
05/2019 → Present

Foundry Wealth Advisors, Llc

Baltimore, MD

Previous Registrations

2016-10-28 → 2020-02-27

Jemma Financial Services

Baltimore, MD

Baltimore, MD
2011-04-07 → 2016-09-26

Realta Investment Advisors, Inc

Wilmington, DE
2002-11-06 → 2010-05-24

Truist Investment Services, Inc.

Bel Air, MD

Hunt Valley, MD

Easton, MD

Towson, MD

Baltimore, MD

Annapolis, MD

Ellicott City, MD

Pikesville, MD

Glen Burnie, MD

Towson, MD

Baltimore, MD

Baltimore, MD

Other Businesses

Matador Holdings, LLC;non-investment related;921 E. Fort Avenue, Suite 310, Baltimore, MD 21230;advertising;co-owner;3.28.2022;4 hours per month devoted to business during non-trading hours only;offers advertising of Foundry Wealth Advisors at PCA driving events

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1993-06-11
S63	Uniform Securities Agent State Law Examination	1993-06-04

S65 Uniform Investment Adviser Law Examination

1993-06-11
S63 Uniform Securities Agent State Law Examination

1993-06-04

View on SEC IAPD

Current Employers

Foundry Wealth Advisors, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews