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Donna D'ANgelo Morrall

Clear Waters Financial Network LLC

Palisade, CO

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Current Employers
Clear Waters Financial Network Llc

Dunedin, FL • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-02-17
  • CO RA
    APPROVED
    Since 2025-02-17

Branch Locations

Palisade, CO • 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
Ramboll Cincinnati OH 01/2015 12/2022
Clear Waters Financial Planning Llc Grand Junction CO 01/2018 Present
  • 01/2015 → 12/2022
    Ramboll
    Cincinnati, OH
  • 01/2018 → Present
    Clear Waters Financial Planning Llc
    Grand Junction, CO
Previous Registrations
  • 2010-08-20 → 2012-01-19
    Simply Money Advisors
    Cincinnati, OH
  • 2009-05-27 → 2010-08-18
    The Alpine Financial Group
    Cincinnati, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-09-24
S65 Uniform Investment Adviser Law Examination 2009-05-26
  • S63 Uniform Securities Agent State Law Examination
    2010-09-24
  • S65 Uniform Investment Adviser Law Examination
    2009-05-26
Designations
Other Names
  • Donna Jean D'ANgelo

View on SEC IAPD

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