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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-06-10
FL RA APPROVED 2012-03-12
  • TX RA
    APPROVED_RES
    Since 2014-06-10
  • FL RA
    APPROVED
    Since 2012-03-12

Branch Locations

595 Main St, Dunedin, FL 34698-4998 • United States

Dunedin, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Dunedin FL 03/2012 03/2020
Ameriprise Financial Services, Llc Dunedin FL 03/2020 Present
Previous Registrations
  • 2000-07-10 → 2012-03-13
    Osaic Fa, Inc.
    St. Petersburg, FL
    Dunedin, FL
Other Businesses

Independent Insurance Brokering; Aviva; 06/01/2011; / American General; 06/01/2011; / United of Omaha; 06/01/2011; . Business Ownership; Thornton Donoghue & Associates LLC; Co-owner; This was the operating entity for our team from mid 2004 to 2011.; 595 Main StreetDunedin, FL 34698, ,; Not Investment-Related; 06/30/2004; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Dunedin Fine Art Center Inc.; Advisory Board Member; 1143 Michigan AvenueDunedin, FL 34698, ,; ; 10/01/1997; 1 to 9 hours per month; / Pinellas Health Facilities Authority; Chairman; Pinellas County Courthouse315 Court StreetClearwater, FL 33756, ,; ; 10/01/1997; 1 to 9 hours per month; 0 during trading hours / Dunedin Rotary Club Foundation, Inc.; Board member; PO Box 1153Dunedin, FL 34698, ,; ; 07/01/1996; 1 to 9 hours per month; . Outside Employment; Insights by KJJD, Inc,.; Treasurer - Treasure for the entity, and also tax work; Limited outside consulting provided to local CPA firm and its related clients.; 595 Main St., , Dunedin, FL, 34698; Not Investment-Related; 01/01/2001; 20 to 39 hours per month; 20 to 39 during trading hours / MSM Accounting and Tax Services, Inc. DBA Gulf Coast Accounting & Tax; Contractor to the firm - Review of tax returns prepared by MSM Accounting and Tax Services, Inc.; ; 33920 US Hwy 19 N Suite 155Palm Harbor, FL 34684, ,; Not Investment-Related; 02/01/2019; 40 to 59 hours per month; 1 to 9 during trading hours. Other Business Activities; Consulting - Kevin J Donoghue; Ongoing consulting with a 30 year tax and accounting client. Meet monthly This was previously done for years through Insights by KJJD, Inc. but with flip flop as of 12/15/21 I no longer own this entity. So the consulting was moved outside of it.; 595 Main Street, , Dunedin, FL, 34698; Not Investment-Related; 01/24/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Morton Plant Mease Heathcare Foundation, Inc.; I was previously a board member of the Foundation for six years. My term six-year term expired 2/15/2026. They did however, ask me to continue on a subcommittee - the Community Impact Committee. This group includes Foundation Board members and outside community representatives (me) who review applications for grants from the Foundation. We meet 4 time a year and make recommendations to the Board of the Foundation. The Board can approve, modify or reject any recommendations made by this committee.; 2536 Countryside Blvd Suite 600, , Clearwater, FL, 33763; Not Investment-Related; 02/19/2026; 1 to 9 hours per month; 0 during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-08-25
  • S63 Uniform Securities Agent State Law Examination
    2003-08-25
Other Names
  • Kevin Donoghue

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