DOUGLAS J DONNELLY is an investment adviser representative (IAR) with state registration records since 1992, appearing at 6 firms. Currently registered with INSTITUTE FOR WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| INSTITUTE FOR WEALTH MANAGEMENT LLC | 2019-05-13 | present | Yes |
| INSTITUTE FOR WEALTH CONSULTANTS, INC. | 2018-01-01 | 2019-04-30 | — |
| CONCERT WEALTH MANAGEMENT | 2014-05-19 | 2018-03-26 | — |
| NORTHWEST ASSET MANAGEMENT | 2012-03-16 | 2013-04-11 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2003-07-01 | 2012-03-13 | — |
| PRUDENTIAL EQUITY GROUP, LLC | 1992-06-30 | 2003-07-01 | — |