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20 Northwest First Street Fifth Floor, Evansville, IN 47708 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-10-18 |
Branch Locations
20 Northwest First Street Fifth Floor, Evansville, IN 47708 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ss&C Technologies | Evansville | IN | 12/2015 | 01/2017 |
| Scottrade | Evansville | IN | 01/2017 | 01/2021 |
| Td Ameritrade, Inc. | Evansville | IN | 02/2018 | 01/2021 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 01/2021 |
| Donaldson Capital Management | Evansville | IN | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-05 |
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