# CATHERINE CAMILLE DONEY

CATHERINE CAMILLE DONEY is an investment adviser representative (IAR) with state registration records since 2007, appearing at 5 firms. Currently registered with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER](https://search.stillhousedata.com/firm/20804) | 2021-09-14 | present | Yes |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2016-03-29 | 2021-08-23 | — |
| [TRANSAMERICA FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/16164) | 2014-01-06 | 2016-04-04 | — |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2009-03-26 | 2010-05-14 | — |
| [RAYMOND JAMES FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/6694) | 2007-10-09 | 2009-10-12 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4816854)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4816854.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.