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Donald R Laurence Jr

Investment Adviser Representative at NAVIANT PARTNERS, LLC

San Antonio, TXCRD #3100139Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
28 yrs
States Registered
2 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Donald R. Laurence has worked in the securities industry since 1998. They have passed the Series 66, 31, 10, 9, and 7 examinations. They are registered to provide investment advisory services in Alabama and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
AlabamaTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/27/1998
Series 31
Futures Managed Funds Examination
Passed 4/4/2019
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/3/1998
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 4/16/2004
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 4/2/2004

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.015
Source

Naviant Partners, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

NAVIANT PARTNERS, LLCCurrent
1/14/2026 – San Antonio, TX
STONE OAK WEALTH MANAGEMENT, LLC
8/30/2019 – 1/27/2026San Antonio, TX
RAYMOND JAMES & ASSOCIATES, INC.
3/26/2018 – 9/4/2019Boerne, TX
WELLS FARGO CLEARING SERVICES, LLC
2/2/2007 – 4/3/2018San Antonio, TX
SOUTHWEST SECURITIES, INC.
8/29/2003 – 2/6/2007San Antonio, TX
UBS FINANCIAL SERVICES INC.
7/11/2000 – 9/15/2003San Antonio, TX

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at NAVIANT PARTNERS, LLC

1 other advisor in the directory

Abigail Nicole Williams
Investment Adviser Representative
Investment Adviser Rep
View NAVIANT PARTNERS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Donald R Laurence Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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