# JAMES PATRICK DONNELLY

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [INSTITUTE FOR WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/127207) | 2019-05-10 | present | Yes |
| [INSTITUTE FOR WEALTH ADVISORS, INC.](https://search.stillhousedata.com/firm/149347) | 2017-01-26 | 2019-04-30 | — |
| [SOWELL FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/127145) | 2016-10-03 | 2017-01-25 | — |
| [CONCERT WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/141253) | 2014-09-29 | 2017-06-19 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5781822)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5781822.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.