CONNOR JAMES DONNELLY is an investment adviser representative (IAR) with state registration records since 2008, appearing at 4 firms. Currently registered with INSTITUTE FOR WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| INSTITUTE FOR WEALTH MANAGEMENT LLC | 2020-07-02 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2010-10-21 | 2020-06-05 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2010-06-29 | 2010-08-02 | — |
| CAELUM CAPITAL ADVISORS, LLC | 2009-03-18 | 2010-12-31 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2008-10-14 | 2008-12-08 | — |