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MARCUS JACK BLOOM
MARCUS J BLOOM
CRD#: 3278510
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Investment Adviser
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Previous Broker
DONALDSON CAPITAL MANAGEMENT LLCCRD#: 106131 400 Embassy Row NE Suite 108
Atlanta, GA 30328
Registration History
2002200420062008201020122014201620182020202220242026IADONALDSON CAPITAL MANAGEMENT LLC (CRD# 106131)2021 - Present (3 years)BROYAL ALLIANCE ASSOCIATES, INC. (CRD# 23131)2018 - 2019 (<1 year)BSIGNATOR INVESTORS, INC. (CRD# 468)2016 - 2018 (2 years)BTRANSAMERICA FINANCIAL ADVISOR... (CRD# 16164)2002 - 2016 (14 years)BROYAL ALLIANCE ASSOCIATES, INC. (CRD# 23131)2001 - 2002 (1 year)IALIFESTYLE FREEDOM ADVISORY GRO... (CRD# 283512)2019 - 2021 (2 years)
License(s)

State Registrations

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Georgia 10/5/2021

Current Registration(s)
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DONALDSON CAPITAL MANAGEMENT LLC (CRD#:106131)
400 Embassy Row NE Suite 108, Atlanta, GA 30328
Registered with this firm since 10/5/2021

Previous Registration(s)
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06/10/2019 - 10/06/2021 LIFESTYLE FREEDOM ADVISORY GROUP, LLC (CRD#:283512) Johns Creek, GA
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11/02/2018 - 01/30/2019 ROYAL ALLIANCE ASSOCIATES, INC. (CRD#:23131) ATHENS, GA
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05/13/2016 - 11/02/2018 SIGNATOR INVESTORS, INC. (CRD#:468) ATHENS, GA
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05/14/2002 - 05/13/2016 TRANSAMERICA FINANCIAL ADVISORS, INC (CRD#:16164) ATHENS, GA
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02/23/2001 - 04/01/2002 ROYAL ALLIANCE ASSOCIATES, INC. (CRD#:23131) SCOTTSDALE, AZ
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Broker
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Disclosures
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