Donna Panton

Current Employers

Employment History

• 03/2016 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 01/2025 → Present
  Truliant Federal Credit Union
  Greenville, SC
• 05/2025 → Present
  Lpl Financial Llc
  Greenville, SC

Previous Registrations

• 2016-03-07 → 2025-05-15
  Cuso Financial Services, L.P.
  Charlotte, NC
  San Diego, CA
  Charlotte, NC
  Matthews, NC
  Charlotte, NC
  Huntersville, NC
  Asheville, NC
  Greenville, SC
  Greenville, SC
  San Diego, CA
• 2011-08-11 → 2016-01-11
  Key Investment Services Llc
  Cleveland, OH
  Shaker Heights, OH
  Columbus, OH
• 2007-09-26 → 2011-08-17
  Equitable Advisors, Llc
  Independence, OH
• 2005-02-14 → 2007-09-27
  Fifth Third Securities, Inc.
  Lyndhurst, OH
  South Euclid, OH
  Mentor, OH
  Mayfield Heights, OH

Other Businesses

1. 05/15/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Truliant Financial Advisors- INV Related- At Reported Business Location(s)- Start date 04/28/2025- 160 Hours Per Month/ During Trading 2. 01/05/2026 - D.A. Sweeten Author - Author - Writer - Not Investment Related - Simpsonville, SC - Start Date 10/01/2025 - 60 hours per month/ 0 hours during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-08-31
• S65 Uniform Investment Adviser Law Examination
  1994-08-24

Other Names

• Donna A Panton
• Donna Andrea Panton
• Donna Panton Jackson