# DONALD JOE FLORENCE

DONALD JOE FLORENCE is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with QUARTZ PARTNERS, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [QUARTZ PARTNERS, LLC](https://search.stillhousedata.com/firm/174327) | 2023-08-16 | present | Yes |
| [KALOS MANAGEMENT](https://search.stillhousedata.com/firm/133025) | 2020-05-01 | 2023-08-30 | — |
| [EDU WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/282333) | 2018-01-16 | 2018-09-17 | — |
| [PRESERVATION WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/284964) | 2016-09-07 | 2017-12-31 | — |
| [EDU WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/282333) | 2015-12-18 | 2017-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5593846)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5593846.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.