Donald Watson has been an investment adviser representative at O'Connell Investment and Insurance Services since February 2018, and is not listed among the firm’s executive officers or direct owners.
O'Connell Investment and Insurance Services, LLC is an Eugene, OR firm with $208M under management, 519 clients and 9 advisers across 6 offices, as of its February 2026 filing.
Donald Watson’s longest registration is the current one, 8 years at O'Connell Investment and Insurance Services since 2018. Before joining O'Connell Investment and Insurance Services in 2018, Donald Watson was registered through Skyoak Wealth Management, Inc. and Resource Investment Architects, Inc.
- Go Wealth ManagementCurrent– present · 8 yearsMedford, OR · Adviser representative · Firm CRD 290254
- Skyoak Wealth Management, Inc.– · 7 yearsMedford, OR · Adviser representative · Firm CRD 154248
- Resource Investment Architects, Inc.– · under a yearPetaluma, CA · Adviser representative · Firm CRD 111894
- Edward Jones– · under a yearMedford, OR · Adviser representative · Firm CRD 250
- M Holdings Securities, Inc.– · under a yearSeattle, WA · Adviser representative · Firm CRD 43285
Investment adviser representative registrations
Donald Watson is registered as an investment adviser representative in Oregon, since February 2018.
- OregonSince 13 February 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 January 2008 |
| Series 24 | General Securities Principal Examination | 19 June 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 September 1998 |
| Series 7 | General Securities Representative Examination | 29 September 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Donald Lyman Watson
- CRD
- 3110609
- Firm
- O'Connell Investment and Insurance Services · CRD 290254
- Office
- Medford, OR
- Registration
- Investment adviser registration
- In the industry since
- March 1999
- Disciplinary history
- Not yet shown here · SEC record
Where does Donald Watson work?
Donald Watson is an investment adviser representative registered through O'Connell Investment and Insurance Services, LLC since February 2018, and is not listed among the firm’s executive officers or direct owners.
Is Donald Watson a financial advisor?
Yes. Donald Watson has a current investment-adviser registration in Oregon, through O'Connell Investment and Insurance Services since February 2018.
How many years of experience does Donald Watson have?
Donald Watson has 27 years in the financial industry, since March 1999, across 5 adviser firms.
What exams has Donald Watson passed?
Donald Watson has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 66. The earliest, the Series 7, was passed in September 1998. FINRA credited Donald Watson with the SIE, which began in October 2018.
Where did Donald Watson work before O'Connell Investment and Insurance Services?
Before O'Connell Investment and Insurance Services, Donald Watson was registered through Skyoak Wealth Management, Inc., July 2010 to February 2018; Resource Investment Architects, Inc., February 2010 to February 2011; Edward Jones, April 2009 to January 2010; M Holdings Securities, Inc., May 2004 to December 2004.
Where is Donald Watson based?
Donald Watson’s registered office is in Medford, OR.
Is Donald Watson registered with FINRA?
No. Donald Watson has no current broker registration.
How can I verify Donald Watson’s record?
Search CRD 3110609 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Donald Watson’s full registration record.
