BURTON, DONALD W
CRD #160126 SEC #801-77152 TAMPA, FL 813-253-2500
SEC Registered
Total AUM
$428.5M
Discretionary
$428.5M
Employees
1
Clients
--
Accounts
2
Firm Details
- Organization Type
- Sole Proprietorship
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 27, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GOLDBERG, BONNIE, KIRBY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOLDBERG, BONNIE, KIRBY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOLDBERG, BONNIE, KIRBY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOLDBERG, BONNIE, KIRBY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOLDBERG, BONNIE, KIRBY | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOLDBERG, BONNIE, KIRBY | I | CHIEF COMPLIANCE OFFICER | NA | |
| BURTON, DONALD, WILLIAMSON | I | PRESIDENT | E | Control |
| BURTON, DONALD, WILLIAMSON | I | PRESIDENT | E | Control |
| BURTON, DONALD, WILLIAMSON | I | PRESIDENT | E | Control |
| BURTON, DONALD, WILLIAMSON | I | PRESIDENT | E | Control |
| BURTON, DONALD, WILLIAMSON | I | PRESIDENT | E | Control |
| BURTON, DONALD, WILLIAMSON | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Jan 27, 2016 REGISTERED
Notice Filings (1)
FL
Address
614 WEST BAY STREETTAMPA, FL 33606
United States
Phone: 813-253-2500