JAMES PATRICK DONNELLY is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with INSTITUTE FOR WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| INSTITUTE FOR WEALTH MANAGEMENT LLC | 2019-05-10 | present | Yes |
| INSTITUTE FOR WEALTH ADVISORS, INC. | 2017-01-26 | 2019-04-30 | — |
| SOWELL FINANCIAL SERVICES, LLC | 2016-10-03 | 2017-01-25 | — |
| CONCERT WEALTH MANAGEMENT | 2014-09-29 | 2017-06-19 | — |