DB
Donaldson, Bruce, George
CRD 5851175
Firms
No current firm registrations on file.
Ownership stakes
-
Simplicity Wealth Llc
Chief Executive Officer/Board Member · Less than 5% · Sep 2024
-
Tlg Advisors, Inc.
Board Member · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗