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DL

Donald R. Laurence

NAVIANT PARTNERS
SAN ANTONIO, TX 78232
Some features on this profile are disabled
CRD#: 3100139
DL

Professional summary

Donald R Laurence JR, CFP®, who also goes by Donald Ray Laurence Jr, Donnie Ray Laurence Jr, is a registered financial advisor currently at NAVIANT PARTNERS, LLC located in San Antonio, Texas.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Donald has worked at 8 firms and has passed the Series 66, Series 31, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Donald Ray Laurence Jr | Donnie Ray Laurence Jr

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald R Laurence JR'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®
CFP®

Certified Financial Planner

Start date: 2012

Experience

Current

January 14, 2026 - Present

NAVIANT PARTNERS, LLC

Office #1: 227 N Loop 1604 Suite 130, San Antonio, TX 78232
RIA
CRD#: 339108
SAN ANTONIO, TX
Past

August 30, 2019 - January 27, 2026

STONE OAK WEALTH MANAGEMENT, LLC

RIA
CRD#: 288217
SAN ANTONIO, TX
Past

March 26, 2018 - September 4, 2019

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
BOERNE, TX
Past

March 26, 2018 - September 4, 2019

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
BOERNE, TX
Past

February 2, 2007 - April 3, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SAN ANTONIO, TX
Past

February 2, 2007 - April 3, 2018

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SAN ANTONIO, TX
Past

August 29, 2003 - February 6, 2007

HILLTOP SECURITIES INC.

RIA
CRD#: 6220
SAN ANTONIO, TX
Past

August 29, 2003 - February 6, 2007

HILLTOP SECURITIES INC.

BD
CRD#: 6220
SAN ANTONIO, TX
Past

July 11, 2000 - September 15, 2003

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
SAN ANTONIO, TX
Past

July 11, 2000 - September 15, 2003

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

January 4, 2000 - July 31, 2000

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
DALLAS, TX
Past

October 15, 1998 - December 31, 1999

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT

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
Alabama
(2/6/2026)
IAR
Texas
(1/14/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/27/1998
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 4/4/2019
Futures Managed Funds Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/3/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 4/16/2004
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 4/2/2004
General Securities Sales Supervisor - Options Module Examination

Current Firm

NP
NAVIANT PARTNERS, LLC
NAVIANT PARTNERS, LLC | UPLIGHT ADVISORS, LLC

CRD#: 339108 / SEC#: 801-134802

RIA
Registered Investment Advisory firm - (11/25/2025 120-Day Approval)
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Contact information

Main Address
314 Magnolia Avenue Ste 300, Fairhope, AL 36532
Mailing Address
Phone number
(251) 270-5320
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NAVIANT PARTNERS, LLC (1/8/2026)
0

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.

Company Information

NAVIANT PARTNERS, LLC

CRD#: 339108San Antonio, TX 78232

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