Investment adviser representative · First Move Financial, LLC
Donnie J. Carpenter
CRD 5232483 · The Woodlands, TX
At a glance
Donnie J. Carpenter is an investment adviser representative with First Move Financial, LLC in The Woodlands, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Donnie’s SEC record dates to 2006, about 19 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- First Move Financial, LLCSince October 2017The Woodlands, TX · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2006 (19 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Donnie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 5 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.