WILLIAM DONALD DONALDSON is an investment adviser representative (IAR) with state registration records since 2000, appearing at 4 firms. Currently registered with DONALDSON FINANCIAL WELLNESS NETWORK, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| DONALDSON FINANCIAL WELLNESS NETWORK, LLC | 2024-01-29 | present | Yes |
| DONALDSON FINANCIAL WELLNESS NETWORK, LLC | 2018-05-31 | 2023-12-31 | — |
| CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC | 2015-06-09 | 2017-12-06 | — |
| WEALTH MANAGEMENT ADVISERS, LLC | 2013-09-04 | 2015-05-22 | — |
| VISTA INVESTMENT ADVISORS LLC | 2012-07-09 | 2013-08-29 | — |
| VISTA INVESTMENT ADVISORS LLC | 2000-08-16 | 2008-12-31 | — |