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Detailed Report
LaDonna M. Fleitman
LADONNA M FLEITMAN, LADONNA FLEITMAN, LaDonna May Fleitman, DONNA SIMMONS, LADONNA MAY SIMMONS
CRD#: 2976569
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 305 W BROADWAY
GAINESVILLE, TX 76240
Registration History
200620082010201220142016201820202022202420262 FIRMS2006 - 2010 (3 years)2 FIRMS2011 - 2013 (1 year)2 FIRMS2013 - 2015 (1 year)2 FIRMS2022 - Present (2 years)BSTATE FARM VP MANAGEMENT CORP. (CRD# 43036)2015 - 2016 (1 year)BTIAA-CREF INDIVIDUAL & INSTITU... (CRD# 20472)2010 - 2011 (<1 year)
License(s)

State Registrations

B
Arkansas 11/4/2022
B
Nebraska 11/4/2022
B
Colorado 11/4/2022
B
North Carolina 9/24/2024
B
Florida 11/4/2022
B
Oklahoma 11/4/2022
B
Georgia 11/4/2022
B
Tennessee 11/4/2022
B
Idaho 11/4/2022
B
Texas 10/31/2022
B
Illinois 11/4/2022
IA
Texas 11/4/2022
B
Kansas 11/4/2022
B
Utah 3/15/2023
B
Maryland 1/24/2025
B
Virginia 11/4/2022
B
Massachusetts 4/18/2023
B
Washington 11/4/2022

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
EDWARD JONES (CRD#:250)
305 W BROADWAY, GAINESVILLE, TX 76240
Registered with this firm since 11/4/2022
B
EDWARD JONES (CRD#:250)
305 W BROADWAY, GAINESVILLE, TX 76240
Registered with this firm since 8/29/2022
Previous Registration(s)
th hidden textth hidden textNameLocation
B
 12/02/2015 - 12/09/2016 STATE FARM VP MANAGEMENT CORP. (CRD#:43036) GAINESVILLE, TX
IA
 12/02/2013 - 10/07/2015 J.P. MORGAN SECURITIES LLC (CRD#:79) SHERMAN, TX
B
 12/02/2013 - 10/07/2015 J.P. MORGAN SECURITIES LLC (CRD#:79) SHERMAN, TX
IA
 05/02/2011 - 03/07/2013 USAA FINANCIAL PLANNING SERVICES (CRD#:106352) ADDISON, TX
B
 05/02/2011 - 03/07/2013 USAA FINANCIAL ADVISORS, INC. (CRD#:129035) ADDISON, TX
B
 11/08/2010 - 04/25/2011 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CRD#:20472) LEWISVILLE, TX
IA
 12/15/2006 - 10/08/2010 EDWARD JONES (CRD#:250) GAINESVILLE, TX
B
 11/20/2006 - 10/08/2010 EDWARD JONES (CRD#:250) GAINESVILLE, TX
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.