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Current Employers
Donaldson Capital Management Llc

20 Northwest First Street Fifth Floor, Evansville, IN 47708 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-06-03
  • IN RA
    APPROVED
    Since 2024-06-03

Branch Locations

20 Northwest First Street Fifth Floor, Evansville, IN 47708 • 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
Banterra Bank Evansville IN 03/2016 03/2024
Donaldson Capital Management Llc Evansville IN 04/2024 Present
Other Businesses

1. DK ENTERPRISES INC.; NOT INVESTMENT-RELATED; 4809 ESTATE DR., NEWBURGH, IN 47630; HOLDING COMPANY; MEMBER; 04/2016-PRESENT; 4 HOURS/MONTH, 0 DURING TRADING HOURS; DUTIES RELATED TO NON-ACTIVE OWNER INCLUDING OVERALL STRATEGIC DECISIONS. 2. DH CENTERPOINTE LLC; INVESTMENT-RELATED; 4809 ESTATE DR., NEWBURGH, IN 47630; OWNS A MULTI-TENANT COMMERCIAL PROPERTY; MEMBER/PASSIVE INVESTOR; 08/2020-PRESENT; 0 HOURS/MONTH; NO DUTIES. 3. DH INVESTMENTS EVANSVILLE LLC; INVESTMENT-RELATED; 4809 ESTATE DR., NEWBURGH, IN 47630; OWNS A NNN PROPERTY; MEMBER/INVESTOR; 08/2020; 0 HOURS/MONTH; NO DUTIES. 4. FORE GUYS LLC; INVESTMENT-RELATED; 4809 ESTATE DR., NEWBURGH, IN 47630; OWNS A MULTI-TENANT COMMERCIAL PROPERTY; MEMBER/INVESTOR; 01/2022; 1 HOUR/MONTH, 0 DURING TRADING HOURS; DEPOSITING CHECKS. 5. DP INVESTMENTS LLC; INVESTMENT-RELATED; 4809 ESTATE DR., NEWBURGH, IN 47630; INVESTMENT IN DUNN HOSPITALITY HOTEL PROPERTIES; MEMBER/INVESTOR; 10/2019-PRESENT; 0 HOURS/MONTH; NO DUTIES. 6. DP FUND 2 LLC; INVESTMENT-RELATED; 4809 ESTATE DR., NEWBURGH, IN 47630; INVESTMENT IN DUNN HOSPITALITY HOTEL PROPERTIES; MEMBER/INVESTOR; 03/2022; 0 HOURS/MONTH; NO DUTIES. 7. VARIVEST LLC / VARIVEST 2022 LLC / VARIVEST 2023 LLC / VARIVEST 2024 LLC; INVESTMENT-RELATED; 900 WINDSOR WOODS DR., EVANSVILLE, IN 47715; INVESTMENT IN THOMPSON THRIFT FUNDS FOR CONSTRUCTION/DEVELOPMENT; MEMBER/INVESTOR; 03/2020; 0 HOURS/MONTH; NO DUTIES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-03
  • S65 Uniform Investment Adviser Law Examination
    2024-06-03

View on SEC IAPD

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