DONALD MATTHEW PHELAN is an investment adviser representative (IAR) with state registration records since 2005, appearing at 4 firms. Currently registered with WILLIAMSON LEGACY GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WILLIAMSON LEGACY GROUP, LLC | 2022-03-20 | present | Yes |
| AXXCESS WEALTH MANAGEMENT, LLC | 2022-01-04 | 2022-03-24 | — |
| AXXCESS WEALTH MANAGEMENT, LLC | 2021-08-26 | 2021-12-31 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2008-01-01 | 2021-08-23 | — |
| A. G. EDWARDS & SONS, INC. | 2005-07-29 | 2008-01-01 | — |