Donaldson L. Hartman
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Donaldson Lee Hartman was a registered financial professional .
Donaldson is a previously registered financial professional and started their career in finance in 1996. Donaldson had worked at 4 firms and has passed the Series 65 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 20, 2017 - September 7, 2018
FORESIGHT WEALTH MANAGEMENT, LLC
January 15, 2013 - June 16, 2017
BRIDGE INVESTMENT GROUP
November 29, 1997 - June 8, 2001
CITIGROUP GLOBAL MARKETS INC.
August 16, 1996 - September 1, 1998
SALOMON BROTHERS INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
FORESIGHT WEALTH MANAGEMENT, LLC
CRD#: 153881 / SEC#: 801-90167
Contact information
Regulatory assets under management
| Total Number of Accounts | 3,243 |
| AUM (Assets Under Management) | $ 1,347,928,530 |
Red Flags
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