# WILLIAM DONALD DONALDSON

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [DONALDSON FINANCIAL WELLNESS NETWORK, LLC](https://search.stillhousedata.com/firm/293622) | 2024-01-29 | present | Yes |
| [DONALDSON FINANCIAL WELLNESS NETWORK, LLC](https://search.stillhousedata.com/firm/293622) | 2018-05-31 | 2023-12-31 | — |
| [CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/174670) | 2015-06-09 | 2017-12-06 | — |
| [WEALTH MANAGEMENT ADVISERS, LLC](https://search.stillhousedata.com/firm/128836) | 2013-09-04 | 2015-05-22 | — |
| [VISTA INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/125777) | 2012-07-09 | 2013-08-29 | — |
| [VISTA INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/125777) | 2000-08-16 | 2008-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2987253)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2987253.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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