Eric Donner

Current Employers

Employment History

• 04/2009 → 01/2019
  Exclusive Insurance Pga
  Warren, NJ
• 03/2011 → 05/2018
  Valmark Securities, Inc.
  Akron, OH
• 05/2011 → 12/2016
  Valmark Advisers, Inc.
  Akron, OH
• 09/2016 → 06/2018
  Hewins Financial Advisors, Llc
  Boca Raton, FL
• 05/2018 → 01/2019
  Team Hewins, Llc
  Boca Raton, FL
• 01/2019 → Present
  Independent Financial Partners
  Tampa, FL
• 05/2019 → Present
  Ifp Securities, Llc
  Highland Beach, FL

Previous Registrations

• 2018-06-15 → 2019-01-02
  Team Hewins, Llc
  Boca Raton, FL
  Boca Raton, FL
  Foster City, CA
• 2016-09-14 → 2018-06-01
  Wipfli Financial Advisors, Llc
  Boca Raton, FL
  Milwaukee, WI
  Boca Raton, FL
• 2011-05-04 → 2016-12-31
  Valmark Advisers, Inc.
  Boca Raton, FL
  Highland Beach, FL
  Boca Raton, FL
  Boca Raton, FL
• 2011-08-02 → 2012-03-12
  Rwa Advisors
  Boca Raton, FL
• 2002-07-02 → 2009-10-16
  Kestra Investment Services, Llc
  Warren, NJ
  New Providence, NJ

Other Businesses

(1)Clear Advice Financial - DBA - Investment related. 1200 N Federal Hwy, Ste 200, Boca Raton, FL 33432; Managing Member/Financial Advisor/Owner. Financial planning, investment planning, insurance planning, and sales of fixed insurance products.. Start January 2019. 10-20 hours per week. (2) Stolen Moments, LLC; Investment Related; 3700 S Ocean Blvd, 805, Highland Beach, FL 33487; This is an LLC that my wife is the sole owner and managing member that invested in two LLCs that invested in a private estate deals; start 1/17/19. (3) Madison Trust Company FBO Eric Donner; Investment Related; The LLC's principal business is at 1900 NW Corporate Blvd., Ste 215W, Boca Raton, FL 33431; Investing a self directed IRA through Madison Trust as the intermediary in Fayetteville Housing, LLC a Florida LLC which will invest in one private real estate deal; start August 2019. (4) Fayetteville Housing, LLC; this is an LLC for a private real estate deal with my self-directed IRA through Madison Trust; investment related; 1900 NW Corporate Blvd - 215W; Boca Raton, FL 33431; through Madison Trust I invested in Fayetteville Housing, LLC which invested in The Marshall housing project at University of Arkansas; start 6/26/19. (5) Six Months and a Day, LLC; not investment related; 1200 North Federal Hwy, Ste 200, Boca Raton, FL 33487; Start-up that provide change of residency services to individuals; Management Duties; start May 4, 2020; 10 hrs/month, 10 hrs/month during trading. (6)Israel Heart 2 Heart; Not investment-related; 1302 East Las Olas Blvd., Fort Lauderdale, FL 33301; Charitable organization supporting Israeli soldiers; Volunteer; Start date: August 10, 2020; 8 hours per month; 0 hours during trading hours. (7) Clear Advice Business, LLC; Business Exit Consulting; Not Investment related; 3700 South Ocean Blvd, Ste 805, Highland Beach, FL 33487; Owner; Work as a business consultant to assist business owners in preparing for their future exit; Start 2/1/19; 5 hr//mo, 5 hr/mo during trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-05-12

Designations