DONALDSON CHRISTOPHER DAVID appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. DONALDSON CHRISTOPHER DAVID appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | FORTRESS GLOBAL WEALTH MANAGEMENT, LLC | VICE PRESIDENT | TAMPA, FL |
| — | Form ADV | PHOENIX FINANCIAL ADVISORS, LLC | MANAGING MEMBER | TAMPA, FL |
| — | Form ADV | LEGACY CHIEF INVESTMENT OFFICE LLC | CHIEF INVESTMENT OFFICER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | THE WOODLANDS, TX |