Donald Laurence has been an investment adviser representative at Naviant Partners since January 2026, and is not listed among the firm’s executive officers or direct owners.
Naviant Partners, LLC is a Fairhope, AL firm with $177M under management, 130 clients and 2 advisers across 3 offices, as of its March 2026 filing.
Donald Laurence’s longest registration was 11 years at Wells Fargo Clearing Services, LLC (2007–2018). Before joining Naviant Partners in 2026, Donald Laurence was registered through Stone Oak Wealth Management, LLC and Raymond James & Associates, Inc.
- Naviant Partners, LLCCurrent– present · under a yearSan Antonio, TX · Adviser representative · Firm CRD 339108
- Stone Oak Wealth Management, LLC– · 6 yearsSan Antonio, TX · Adviser representative · Firm CRD 288217
- Raymond James & Associates, Inc.– · 1 yearBoerne, TX · Adviser representative · Firm CRD 705
- Wells Fargo Clearing Services, LLC– · 11 yearsSan Antonio, TX · Adviser representative · Firm CRD 19616
- Southwest Securities, Inc.– · 3 yearsSan Antonio, TX · Adviser representative · Firm CRD 6220
- UBS Financial Services Inc.– · 3 yearsSan Antonio, TX · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
Donald Laurence is registered as an investment adviser representative in 2 states. The first approvals date from January 2026; the most recent is Alabama, in February 2026.
- AlabamaSince 6 February 2026
- TexasSince 14 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 31 | Futures Managed Funds Examination | 4 April 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 16 April 2004 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 2 April 2004 |
| Series 66 | Uniform Combined State Law Examination | 27 November 1998 |
| Series 7 | General Securities Representative Examination | 3 October 1998 |
- Name
- Futures Managed Funds Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Donald R Laurence
- CRD
- 3100139
- Firm
- Naviant Partners · CRD 339108
- Office
- 227 N LOOP 1604, SUITE 130, San Antonio, TX 78232
- Registration
- Investment adviser registration
- In the industry since
- October 1998
- Disciplinary history
- Not yet shown here · SEC record
Where does Donald Laurence work?
Donald Laurence is an investment adviser representative registered through Naviant Partners, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Donald Laurence a financial advisor?
Yes. Donald Laurence has a current investment-adviser registration in Alabama and Texas, through Naviant Partners since January 2026.
How many years of experience does Donald Laurence have?
Donald Laurence has 28 years in the financial industry, since October 1998, across 6 adviser firms.
What exams has Donald Laurence passed?
Donald Laurence has passed 5 licensing exams: the Series 7, Series 66, Series 9, Series 10 and Series 31. The earliest, the Series 7, was passed in October 1998. FINRA credited Donald Laurence with the SIE, which began in October 2018.
Where did Donald Laurence work before Naviant Partners?
Before Naviant Partners, Donald Laurence was registered through Raymond James & Associates, Inc., March 2018 to September 2019; Wells Fargo Clearing Services, LLC, February 2007 to April 2018; Southwest Securities, Inc., August 2003 to February 2007; UBS Financial Services Inc., July 2000 to September 2003.
Where is Donald Laurence based?
Donald Laurence’s registered office is in San Antonio, TX.
Is Donald Laurence registered with FINRA?
No. Donald Laurence has no current broker registration.
How can I verify Donald Laurence’s record?
Search CRD 3100139 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Donald Laurence’s full registration record.