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John Hannum Donaldson

Haverford Financial Services, Inc.

Radnor, PA

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Current Employers
Haverford Financial Services, Inc.

Three Radnor Corporate Center Suite 450, Radnor, PA 19087-4580 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2008-09-18
  • PA RA
    APPROVED
    Since 2008-09-18

Branch Locations

Three Radnor Corporate Center Suite 450, Radnor, PA 19087-4580 • 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
The Haverford Trust Company Radnor PA 08/2008 Present
Haverford Financial Services, Inc. Radnor PA 08/2008 Present
Previous Registrations
  • 2004-07-05 → 2005-01-19
    1838 Investment Advisors,Lp
    King Of Prussia, PA
  • 1991-02-19 → 2004-07-12
    Kop Management,Llc
    King Of Prussia, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-05-24
S63 Uniform Securities Agent State Law Examination 1981-03-09
  • S65 Uniform Investment Adviser Law Examination
    1993-05-24
  • S63 Uniform Securities Agent State Law Examination
    1981-03-09
Designations

View on SEC IAPD

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Other Offices

NORDWAND ADVISORS · RADNOR, PA
MCADAM LLC · RADNOR, PA
ALTERRA IOS MANAGER, LLC · RADNOR, PA
LINCOLN FINANCIAL INVESTMENTS CORPORATION · RADNOR, PA
WICK CAPITAL PARTNERS, LLC · WAYNE, PA
NORDWAND INVESTMENTS, LLC · RADNOR, PA
V3LIMITED LLC · RADNOR, PA
PRESILIUM PRIVATE WEALTH, LLC · RADNOR, PA

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