PATRICK G DONNELLY is an investment adviser representative (IAR) with state registration records since 2012, appearing at 4 firms. Currently registered with CBIZ INVESTMENT ADVISORY SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES, LLC | 2019-09-24 | present | Yes |
| CBIZ FINANCIAL SOLUTIONS, INC. | 2017-05-08 | 2021-12-31 | — |
| FIFTH THIRD SECURITIES, INC. | 2012-11-05 | 2017-05-05 | — |
| EDWARD D. JONES & CO., L.P. | 2012-01-03 | 2012-05-09 | — |