Tayvin Donaldson

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-02-03
CA	RA	APPROVED	2025-01-27

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Carlsbad	CA	12/2021	12/2024
Charles Schwab Bank, Ssb	Carlsbad	CA	12/2021	12/2024
United Federal Credit Union	Reno	NV	09/2020	12/2021
Starbucks	Sparks	NV	11/2019	09/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated	San Diego	CA	01/2025	Present
Truckee Meadows Community College	Reno	NV	08/2019	12/2021
Lifetime Fitness	Henderson	NV	04/2017	08/2019
Coronado High School	Henderson	NV	08/2013	05/2018
Bank Of America, N.A.	San Diego	CA	02/2025	Present

12/2021 → 12/2024

Charles Schwab & Co., Inc.

Carlsbad, CA
12/2021 → 12/2024

Charles Schwab Bank, Ssb

Carlsbad, CA
09/2020 → 12/2021

United Federal Credit Union

Reno, NV
11/2019 → 09/2020

Starbucks

Sparks, NV
01/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Diego, CA
08/2019 → 12/2021

Truckee Meadows Community College

Reno, NV
04/2017 → 08/2019

Lifetime Fitness

Henderson, NV
08/2013 → 05/2018

Coronado High School

Henderson, NV
02/2025 → Present

Bank Of America, N.A.

San Diego, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-11-22

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