# CONNOR JAMES DONNELLY

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [INSTITUTE FOR WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/127207) | 2020-07-02 | present | Yes |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2010-10-21 | 2020-06-05 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2010-06-29 | 2010-08-02 | — |
| [CAELUM CAPITAL ADVISORS, LLC](https://search.stillhousedata.com/firm/141898) | 2009-03-18 | 2010-12-31 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2008-10-14 | 2008-12-08 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5572729)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5572729.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.