# MARK DONNELLY

MARK DONNELLY is an investment adviser representative (IAR) with state registration records since 2012, appearing at 4 firms. Currently registered with ATLAS SUSTAINABLE WEALTH, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ATLAS SUSTAINABLE WEALTH, LLC](https://search.stillhousedata.com/firm/300878) | 2026-01-01 | present | Yes |
| [BEACON POINTE ADVISORS, LLC](https://search.stillhousedata.com/firm/119290) | 2017-05-19 | 2018-12-13 | — |
| [BEACON POINTE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/151328) | 2017-05-15 | 2018-12-13 | — |
| [AEPG WEALTH STRATEGIES](https://search.stillhousedata.com/firm/109859) | 2012-03-12 | 2017-04-12 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6035511)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6035511.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.