# STEPHEN JOHN DONNELLY

STEPHEN JOHN DONNELLY is an investment adviser representative (IAR) with state registration records since 2002, appearing at 6 firms. Currently registered with OSAIC WEALTH, INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [OSAIC WEALTH, INC.](https://search.stillhousedata.com/firm/23131) | 2024-01-19 | present | Yes |
| [WOODBURY FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/421) | 2019-03-01 | 2024-01-19 | — |
| [QUESTAR ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/133358) | 2016-09-12 | 2019-03-01 | — |
| [INVESTORS CAPITAL CORP.](https://search.stillhousedata.com/firm/30613) | 2009-02-27 | 2016-09-13 | — |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | 2002-09-13 | 2009-03-16 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2002-04-05 | 2002-10-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1294906)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1294906.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.