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MJ

Mark Joseph Donaldson

Investment Adviser Representative at PROVIDENCE FINANCIAL ADVISORS, LLC

Prairie Village, KSCRD #2346627Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
32 yrs
States Registered
2 states
Exams Passed
5

Professional summary

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

Mark Joseph Donaldson has worked in the securities industry since 1994. They have passed the Series 65, 63, 28, 24, and 7 examinations. They are registered to provide investment advisory services in Kansas and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
KansasTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/3/1994
Series 63
Uniform Securities Agent State Law Examination
Passed 4/22/1994
Series 7
General Securities Representative Examination
Passed 9/24/1999
Series 24
General Securities Principal Examination
Passed 11/7/2005
Series 28
Introducing Broker/Dealer Financial Operations Principal Examination
Passed 8/3/1993

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Source

Providence Financial Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PROVIDENCE FINANCIAL ADVISORS, LLCCurrent
9/3/2008Prairie Village, KS
ADVISOR ONE, LLC
12/6/201312/6/2013Kansas City, MO
VSR ADVISORY SERVICES
10/5/200510/1/2008Overland Park, KS
DEMARCHE ASSOCIATES INC
5/31/199410/5/2005Overland Park, KS

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at PROVIDENCE FINANCIAL ADVISORS, LLC

3 other advisors in the directory

View PROVIDENCE FINANCIAL ADVISORS, 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. Mark Joseph Donaldson 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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