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JOSHUA DAVID DONALDSON
JOSHUA D DONALDSON, JOSHUA D. DONALDSON
CRD#: 5848861
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 120 N POINTE BLVD STE 100
LANCASTER, PA 17601
Registration History
2010201220142016201820202022202420262 FIRMS2010 - 2011 (<1 year)2 FIRMS2012 - 2016 (3 years)2 FIRMS2016 - Present (8 years)
License(s)

State Registrations

B
Arizona 1/17/2018

B
Nevada 1/17/2018

B
Arkansas 1/17/2018

IA
New Jersey 8/4/2016

B
California 1/17/2018

B
New Jersey 9/17/2018

B
Colorado 6/5/2024

B
New York 1/17/2018

B
Connecticut 1/17/2018

B
North Carolina 1/18/2018

B
Delaware 1/17/2018

B
Ohio 2/25/2020

B
District of Columbia 1/17/2018

B
Oregon 2/24/2020

B
Florida 1/17/2018

B
Pennsylvania 7/29/2016

B
Georgia 1/17/2018

IA
Pennsylvania 7/29/2016

B
Illinois 7/25/2023

B
South Carolina 3/29/2019

B
Iowa 3/8/2023

B
Tennessee 1/17/2018

B
Kentucky 10/24/2023

B
Texas 1/17/2018

B
Maryland 1/17/2018

IA
Texas 1/18/2018

B
Massachusetts 1/17/2018

B
Virginia 1/17/2018

B
Michigan 12/1/2023

B
West Virginia 1/17/2018

B
Nebraska 1/17/2018

B
Wisconsin 2/27/2024

SRO Registrations

B
Cboe Exchange, Inc.

B
FINRA

B
NYSE American LLC

B
Nasdaq PHLX 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
WELLS FARGO ADVISORS (CRD#:19616)
120 N POINTE BLVD STE 100, LANCASTER, PA 17601
Registered with this firm since 7/29/2016

B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
120 N POINTE BLVD STE 100, LANCASTER, PA 17601
Registered with this firm since 7/29/2016

Previous Registration(s)
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IA
09/11/2012 - 07/15/2016 PNC INVESTMENTS (CRD#:129052) LANCASTER, PA
B
09/11/2012 - 07/15/2016 PNC INVESTMENTS (CRD#:129052) LANCASTER, PA
IA
12/21/2010 - 01/20/2011 AXA ADVISORS, LLC (CRD#:6627) LANCASTER, PA
B
11/16/2010 - 01/20/2011 AXA ADVISORS, LLC (CRD#:6627) LANCASTER, PA
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B
Broker
IA
Investment Adviser
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.