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38 Kings Highway, Hauppage, NY 11788 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-03-29 |
Branch Locations
38 Kings Highway, Hauppage, NY 11788 • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-26 |
| NJ | RA | APPROVED | 2017-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thomas J Donnelly, Inc. | Shoreham | NY | 10/1973 | Present |
| National Planning Corp | Hauppauge | NY | 09/2003 | 10/2017 |
| Hailey Insulation Corp | Rocky Point | NY | 10/2015 | Present |
| Royal Alliance | East Setauket | NY | 10/2017 | Present |
1. WILLIAM A. RUSSELL INC., DBA FIRST FINANCIAL; HAUPPAGE NY 11788-50% TIME SPENT. -- 2. DONALD DONNELLY-YES-3 MONDAVI LANE EAST, SETAUKET, NY-INS/ANNUITY-SALES-AGENT-9/03-1 HR/MO-INS & ANNUITY SALES. -- 3. ROOSTER SLOOSH PARTNERS-YES-SHOREHAM, NY 11786-INVESTMENT CLUB-PARTNER-9/10/03-.5/.5 HRS-INVESTING IN AN NPC PERSHING ACCOUNT. -- 4. INSULATION CONTRACTORS ASSOCIATION OF NYC, 123 South Street, Oyster Bay, NY 11771, Officer, 4 hours total, 2 during trading hours, Represent the contractors within the insulation industry and to collectively bargain 5. ASBESTOS WORKERS LOCAL 12 EMPLOYEE BENEFIT FUND, 35-53 24TH Street, Long Island City, NY 11106, TRUSTEE, 4 hours total, 2 during trading hours, Oversee benefit operations for the employees of Local 12 6. BUILDING TRADES EMPLOYER'S ASSOCIATION, 1430 Broadway, Suite 1106, New York, 10018, 2 hours total, 2 during trading hours, Advocate for the insulation industry in NYC 7. INSULATION CONTRACTORS ASSOCIATION OF SOUTHERN NY, 123 South Street, Oyster Bay, NY 11771, Officer, 4 hours total, 2 during trading hours, Represent the contractors within the insulation industry and to collectively bargain 8. ASBESTOS WORKERS LOCAL 91 EMPLOYEE BENEFIT FUND, 1024 McKinley Street, Peekskill, NY 10566, TRUSTEE, 4 hours total, 2 during trading hours, Oversee benefit operations for the employees of Local 91 9. WATER ROAD CORP. POSITION: Owner NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 815 Route 25A, Rocky Point NY 11778, United States DESCRIPTION: It is a building that I own and rent out. 10. 585 ROUTE 25A HOLDINGS LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/07/2012 ADDRESS: 585 Route 25A, Rocky Point NY 11778, United States DESCRIPTION: I don't really have specific duties. The building is rented and the tenants take care of it. I make sure the property is properly cared for. 11. INTERNATIONAL ASBESTOS REMOVAL, INC. POSITION: Vice President NATURE: Corporation - Commercial Insulation and Firestopping Company (International Asbestos Removal, Inc. acquired the assets of Hailey Insulation Corp.) INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 18 START DATE: 02/14/2025 ADDRESS: 119 Cooper Street, Babylon NY 11702, United States DESCRIPTION: Establish Labor Rates, change orders, project claims (International Asbestos Removal, Inc. acquired the assets of Hailey Insulation Corp. and my role for the company will be the same as it was for Hailey) 12. THE BEGELMAN FAMILY TRUST POSITION: Successor Trustee NATURE: This is a family trust of my wife and mother-in-law. They are currently the trustees. If my wife was to pass, then I would become a trustee for the trust. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2018 ADDRESS: 40 Stoner Avenue - Apt. 3-I, Great Neck NY 11021, United States DESCRIPTION: I currently to not have any duties as I am not a trustee. 13. DONNELLY WEALTH ADVISORY SERVICES, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 12/15/2025 ADDRESS: 815 Route 25A, Rocky Point NY 11778, United States DESCRIPTION: This LLC was established for paying an assistant.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-20 |
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