Donald W. Lamison

MULHOLLAND WEALTH ADVISORS

Johnstown, PA 15904

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CRD#: 2885405

Professional summary

Donald Wayne Lamison, who also goes by Don Lamison, is a registered financial advisor currently at MULHOLLAND WEALTH ADVISORS, LLC located in Johnstown, Pennsylvania and SEQUINOX WEALTH MANAGEMENT, LLC located in Lancaster, Pennsylvania.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Donald has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Don Lamison

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

AFFILIATED AS AN AGENT WITH HERSHBERGER INSURANCE AGENCY SINCE DECEMBER 1999 (SEE EMPLOYMENT HISTORY) SELLING VARIOUS TYPES OF INSURANCES. MY SALES ARE PRIMARILY IN THE PROPERTY AND CASUALTY AREA, BUT ALSO INCLUDE A SMALL AMOUNT OF LIFE INSURANCE AND ANNUITY SALES. 40 HPW DURING TRADING HOURS. Hershberger Insurance Agency, LLC Not investment related 440 Ferndale Ave., Johnstown PA 15905 Insurance Agency Employee Insurance agent 12/01/1999 Hours devoted: Schedule is dependent on appointments Selling and servicing of accounts HEAD VARSITY HOCKEY COACH-WESTMONT HILL TOP HIGH SCHOOL HOCKEY TEAM, 200 FAIR OAKS DR., JOHNSTOWN, PA 15905. 20 HPM NOT DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Wayne Lamison's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 28, 2022 - Present

MULHOLLAND WEALTH ADVISORS, LLC

Office #1: 969 Eisenhower Blvd., Ste. D, Johnstown, PA 15904

RIA

CRD#: 282408

Johnstown, PA

Current

June 5, 2025 - Present

SEQUINOX WEALTH MANAGEMENT, LLC

Office #1: 941 Wheatland Ave. Suite 101, Lancaster, PA 17603

RIA

CRD#: 335246

LANCASTER, PA

Past

September 13, 2018 - December 21, 2023

HIGHLAND FINANCIAL, LTD.

RIA

CRD#: 25896

JOHNSTOWN, PA

Past

May 29, 2014 - July 31, 2018

TRUSTMONT FINANCIAL GROUP, INC.

CRD#: 18312

JOHNSTOWN, PA

Past

January 18, 2000 - May 28, 2014

HIGHLAND FINANCIAL, LTD.

CRD#: 25896

JOHNSTOWN, PA

Past

March 5, 1998 - December 9, 1999

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MULHOLLAND WEALTH ADVISORS, LLC

CRD#: 282408 / SEC#: 801-107079

RIA

Registered Investment Advisory firm - (2/4/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(4/28/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/13/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/16/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/31/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/3/1998

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 7/13/2015

Investment Company Products/Variable Contracts Principal Examination

Current Firm

MULHOLLAND WEALTH ADVISORS, LLC

CRD#: 282408 / SEC#: 801-107079

RIA

Registered Investment Advisory firm - (2/4/2016 Approved)

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Contact information

Main Address

4110 N. Scottsdale Rd., Ste. 125, Scottsdale, AZ 85251

Mailing Address

Phone number

(310) 272-8185

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MULHOLLAND FORM ADV PART 2A (2025.03.31) (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,435
AUM (Assets Under Management)	$ 543,207,396

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Donald W. Lamison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Wayne Lamison's CRS (Customer Relationship Summary).

Certified licenses

Experience

SEQUINOX WEALTH MANAGEMENT, LLC

HIGHLAND FINANCIAL, LTD.

TRUSTMONT FINANCIAL GROUP, INC.

HIGHLAND FINANCIAL, LTD.

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

MULHOLLAND WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/13/2018

Series 63

Date: 3/16/1998

SIE

Date: 7/31/2018

Series 6

Date: 3/3/1998

Series 26

Date: 7/13/2015

Current Firm

MULHOLLAND WEALTH ADVISORS, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MULHOLLAND WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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