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William Joseph Donohue

Fit Wealth Management

Centennial, CO

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Current Employers
Fit Wealth Management

6341 S. Troy Circle Unit E, Centennial, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-08-31
CO RA APPROVED 2021-08-18
  • MA RA
    APPROVED
    Since 2021-08-31
  • CO RA
    APPROVED
    Since 2021-08-18

Branch Locations

6341 S. Troy Circle Unit E, Centennial, CO 80111 • 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
Waddell & Reed, Inc. Overland Park KS 03/2004 05/2021
Ivy Distributors, Inc Shawnee Mission KS 03/2004 05/2021
Fit Asset Management Englewood CO 08/2021 Present
  • 03/2004 → 05/2021
    Waddell & Reed, Inc.
    Overland Park, KS
  • 03/2004 → 05/2021
    Ivy Distributors, Inc
    Shawnee Mission, KS
  • 08/2021 → Present
    Fit Asset Management
    Englewood, CO
Other Businesses

KALMUS VIEW INVESTORS, L.L.C.; DENVER CO: START DATE 12/16/2008: INVESTMENT RELATED - NO; MEMBER OF L.L.C. 0 HRS DEVOTED TO BUSINESS MONTHLY, 0 HRS DEVOTED TO BUSINESS DURING SEC TRADING HRS DAILY. 5/2008-PRESENT, RENTAL PROPERTY, HYANNIS, MA, RENTAL PROPERTY, HOME OWNER, 1 HOUR/MONTH, 0 HOURS/DAY DURING SECURITIES TRADING HOURS, NOT INVESTMENT RELATED.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-10-29
  • S63 Uniform Securities Agent State Law Examination
    1993-10-29
Designations
Other Names
  • Bill Donohue
  • Billy Donohue

View on SEC IAPD

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