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Detailed Report
DONALD JOE FLORENCE
D.J. Florence, Donald J Florence
CRD#: 5593846
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Investment Adviser
QUARTZ PARTNERS INVESTMENT MANAGEMENTCRD#: 174327 1600 E Main Street SUITE 201
Danville, IN 46122
Registration History
201520162017201820192020202120222023202420252026IAQUARTZ PARTNERS INVESTMENT MAN... (CRD# 174327)2023 - Present (1 year)IAKALOS MANAGEMENT (CRD# 133025)2020 - 2023 (3 years)IAEDU WEALTH ADVISORS LLC (CRD# 282333)2018 - 2018 (<1 year)IAPRESERVATION WEALTH ADVISORS LLC (CRD# 284964)2016 - 2017 (1 year)IAEDU WEALTH ADVISORS LLC (CRD# 282333)2015 - 2017 (2 years)
License(s)

State Registrations

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Indiana 8/16/2023
Current Registration(s)
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QUARTZ PARTNERS INVESTMENT MANAGEMENT (CRD#:174327)
1600 E Main Street SUITE 201, Danville, IN 46122
Registered with this firm since 8/16/2023
Previous Registration(s)
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 05/01/2020 - 08/30/2023 KALOS MANAGEMENT (CRD#:133025) Danville, IN
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 01/16/2018 - 09/17/2018 EDU WEALTH ADVISORS LLC (CRD#:282333) Indianapolis, IN
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 09/07/2016 - 12/31/2017 PRESERVATION WEALTH ADVISORS LLC (CRD#:284964) Indianapolis, IN
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 12/18/2015 - 12/31/2017 EDU WEALTH ADVISORS LLC (CRD#:282333) Indianapolis, IN
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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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.
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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.