# Donald Sada

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..

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TRUSTMONT ADVISORY GROUP, INC.](https://search.stillhousedata.com/firm/106015) | 2025-08-01 | present | Yes |
| [CETERA INVESTMENT ADVISERS LLC](https://search.stillhousedata.com/firm/105644) | 2023-06-29 | 2025-08-19 | — |
| [CETERA WEALTH SERVICES, LLC](https://search.stillhousedata.com/firm/13572) | 2021-06-23 | 2023-06-29 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2017-06-05 | 2021-06-14 | — |
| [TRUSTMONT ADVISORY GROUP, INC.](https://search.stillhousedata.com/firm/106015) | 2015-09-01 | 2017-05-31 | — |
| [MSI FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14251) | 2012-09-21 | 2015-09-11 | — |
| [INVESTMENT PROFESSIONALS, INC.](https://search.stillhousedata.com/firm/30184) | 2011-08-05 | 2011-12-16 | — |
| [ESSEX NATIONAL SECURITIES, LLC](https://search.stillhousedata.com/firm/25454) | 2010-06-07 | 2011-07-21 | — |
| [UVEST FINANCIAL SERVICES GROUP, INC.](https://search.stillhousedata.com/firm/13787) | 2009-02-16 | 2010-06-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4223961)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4223961.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.