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Donald Stephen Mason

Stadion Money Management, LLC

Watkinsville, GA

CRD 5825074

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Employer firm

Stadion Money Management, LLC CRD 112608

$2.69B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • INVESTMENT LINEUP SELECTION AND MONITORING FOR RETIREMENT PLANS

From the firm’s Form ADV. Read the guides:

Current Employers
Stadion Money Management, Llc

1061 Cliff Dawson Rd, Watkinsville, GA 30677 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2015-03-25
  • GA RA
    APPROVED
    Since 2015-03-25

Branch Locations

1061 Cliff Dawson Rd, Watkinsville, GA 30677 • 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
Massmutual Life Insurance Company Greensboro GA 01/2010 Present
Mml Investors Services Inc Greensboro GA 08/2010 Present
Coldwell Banker Greensboro GA 01/2010 Present
Stadion Money Management Watkinsville GA 02/2014 Present
  • 01/2010 → Present
    Massmutual Life Insurance Company
    Greensboro, GA
  • 08/2010 → Present
    Mml Investors Services Inc
    Greensboro, GA
  • 01/2010 → Present
    Coldwell Banker
    Greensboro, GA
  • 02/2014 → Present
    Stadion Money Management
    Watkinsville, GA
Other Businesses

NAME: COLDWELL BANKER REAL ESTATE INV REL: N ADD: 2800 REYNOLDS WACK TRAIL GREENSBORO GA NATURE: HAVE REAL ESTATE LICENSE INACTIVE & HELD WITH CB LAKE OCOWEE DO NOT SHOW REAL ESTATE - REFERRAL FEES ONLY POSITION: INACTIVE REAL ESTATE START DATE: 1/1/10 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: REAL ESTATE REFERRAL SOURCE

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-02-13
S63 Uniform Securities Agent State Law Examination 2011-03-29
  • S65 Uniform Investment Adviser Law Examination
    2015-02-13
  • S63 Uniform Securities Agent State Law Examination
    2011-03-29
Other Names
  • Donald Mason
  • Steve Mason

View on SEC IAPD

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