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Donna L. Bartlett
Chief Operating Officer at The ExCapsa Group
Donna L. Bartlett active positions
Companies | Position | Start | End |
---|---|---|---|
The ExCapsa Group
![]() The ExCapsa Group Investment ManagersFinance The ExCapsa Group (The ExCapsa Group) is a venture capital firm founded in 2016 by Wade Diebner. The firm is headquartered in San Ramon, California. | Chief Operating Officer | - | - |
Career history of Donna L. Bartlett
Former positions of Donna L. Bartlett
Companies | Position | Start | End |
---|---|---|---|
Financial Planning Association
![]() Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Chairman | - | - |
National Association of Securities Dealers, Inc.
![]() National Association of Securities Dealers, Inc. Investment Banks/BrokersFinance National Association of Securities Dealers, Inc. provides financial regulatory services. The non-profit company is based in Washington and has subsidiaries in the United States. The American company was founded by Richard B. Jennings, Vince Means. | Corporate Officer/Principal | - | - |
First Allied Securities, Inc.
![]() First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Compliance Officer | 21/11/2011 | - |
Statistics
International
United States | 5 |
Operational
Compliance Officer | 1 |
Chairman | 1 |
Corporate Officer/Principal | 1 |
Sectoral
Finance | 4 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
First Allied Securities, Inc.
![]() First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Finance |
Financial Planning Association
![]() Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Commercial Services |
National Association of Securities Dealers, Inc.
![]() National Association of Securities Dealers, Inc. Investment Banks/BrokersFinance National Association of Securities Dealers, Inc. provides financial regulatory services. The non-profit company is based in Washington and has subsidiaries in the United States. The American company was founded by Richard B. Jennings, Vince Means. | Finance |
The ExCapsa Group
![]() The ExCapsa Group Investment ManagersFinance The ExCapsa Group (The ExCapsa Group) is a venture capital firm founded in 2016 by Wade Diebner. The firm is headquartered in San Ramon, California. | Finance |
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