# THERESA VIVIAN DONATELLI

THERESA VIVIAN DONATELLI is an investment adviser representative (IAR) with state registration records since 1999, appearing at 5 firms. Currently registered with PRINCIPLE WEALTH PARTNERS LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PRINCIPLE WEALTH PARTNERS LLC](https://search.stillhousedata.com/firm/290180) | 2020-12-08 | present | Yes |
| [NORTHSTAR WEALTH PARTNERS LLC](https://search.stillhousedata.com/firm/169409) | 2014-06-09 | 2021-01-08 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2013-08-07 | 2016-09-08 | — |
| [ESSEX FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/127549) | 2003-11-18 | 2013-08-16 | — |
| [RAYMOND JAMES FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/6694) | 1999-02-04 | 2003-11-19 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2358876)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2358876.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.