Donald Sada is an investment adviser representative (IAR) with state registration records since 2009, appearing at 8 firms. Currently registered with TRUSTMONT ADVISORY GROUP, INC..
| Firm | From | To | Current |
|---|---|---|---|
| TRUSTMONT ADVISORY GROUP, INC. | 2025-08-01 | present | Yes |
| CETERA INVESTMENT ADVISERS LLC | 2023-06-29 | 2025-08-19 | — |
| CETERA WEALTH SERVICES, LLC | 2021-06-23 | 2023-06-29 | — |
| J.P. MORGAN SECURITIES LLC | 2017-06-05 | 2021-06-14 | — |
| TRUSTMONT ADVISORY GROUP, INC. | 2015-09-01 | 2017-05-31 | — |
| MSI FINANCIAL SERVICES, INC. | 2012-09-21 | 2015-09-11 | — |
| INVESTMENT PROFESSIONALS, INC. | 2011-08-05 | 2011-12-16 | — |
| ESSEX NATIONAL SECURITIES, LLC | 2010-06-07 | 2011-07-21 | — |
| UVEST FINANCIAL SERVICES GROUP, INC. | 2009-02-16 | 2010-06-02 | — |