James Donnelly is an investment adviser representative (IAR) with state registration records since 2020, appearing at 2 firms. Currently registered with VALLEY FINANCIAL GROUP.
| Firm | From | To | Current |
|---|---|---|---|
| VALLEY FINANCIAL GROUP | 2021-04-14 | present | Yes |
| GROVE POINT INVESTMENTS, LLC | 2020-10-20 | 2021-03-31 | — |