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RIA / WealthAdvisor27 years in industry

DONALD LYMAN WATSON

Advisor at GO WEALTH MANAGEMENT

EUGENE, OR | MEDFORD, OR

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Search this name across graphsid dfx:ria:cf38a016-183e-3e07-7bf9-af67bf8095ef

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 13, 2004 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GO WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 30, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Sep 30, 1998
First registration: May 13, 2004
Dual registered: no
IAPD individual key: 3110609

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GO WEALTH MANAGEMENT	Independent wealth	Jan 1, 2025	n/a	yes	MEDFORD, OR\|EUGENE, OR	Current employment
SKYOAK CAPITAL, INC.	Independent wealth	Jul 29, 2010	Feb 2, 2018	no	LAS VEGAS, NV	Previous registration
RESOURCE INVESTMENT ARCHITECTS, INC.	Former SEC adviser	Feb 23, 2010	Feb 17, 2011	no	n/a	Previous registration
EDWARD JONES	National bd RIA	Apr 2, 2009	Jan 14, 2010	no	CENTRAL POINT, OR	Previous registration
M HOLDINGS SECURITIES, INC.	Bd affiliated wealth	May 13, 2004	Dec 31, 2004	no	SEATTLE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SKYOAK CAPITAL, INC.	GO WEALTH MANAGEMENT	Feb 2, 2018	Jan 1, 2025	2,525	Firm change after gap	Other
RESOURCE INVESTMENT ARCHITECTS, INC.	SKYOAK CAPITAL, INC.	Feb 17, 2011	Jul 29, 2010	-203	Firm change after gap	Other
EDWARD JONES	RESOURCE INVESTMENT ARCHITECTS, INC.	Jan 14, 2010	Feb 23, 2010	40	Firm change	Other
M HOLDINGS SECURITIES, INC.	EDWARD JONES	Dec 31, 2004	Apr 2, 2009	1,553	Firm change after gap	Other

Relationships

Registered with (5)

→ GO WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ SKYOAK CAPITAL, INC.Registered adviserregistration: previous registration
Jul 29, 2010 to Feb 2, 2018factForm ADV
→ RESOURCE INVESTMENT ARCHITECTS, INC.Registered adviserregistration: previous registration
Feb 23, 2010 to Feb 17, 2011factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Apr 2, 2009 to Jan 14, 2010factForm ADV
→ M HOLDINGS SECURITIES, INC.Registered adviserregistration: previous registration
May 13, 2004 to Dec 31, 2004factForm ADV

Dated events

No dated event names this entity yet.