AP
Allison Pykett Donaldson
CRD 2209598
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Htg Investment Advisors Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Htg Investment Advisors Inc
Advisor · 10% – 25% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗