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20 Northwest First Street Fifth Floor, Evansville, IN 47708 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-06-04 |
Branch Locations
20 Northwest First Street Fifth Floor, Evansville, IN 47708 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Donaldson Capital Management | Evansville | IN | 04/2023 | Present |
| Metronet Inc. | Evansville | IN | 06/2020 | 04/2023 |
| Old National Bank | Evansville | IN | 06/2021 | 08/2021 |
| Full-Time Student | Newburgh/Murray | KY | 07/2013 | 06/2020 |
ERA First Advantage. Not investment related. 8711 Highway 66, Newburgh, IN 47630. Real Estate Firm; Referring Agent. 10/2022, 0-2 hours a month. 0 hours during trading hours. Real Estate License in referral status only, but can refer leads and receive compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-17 |
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