Joseph Anthony Donovan

Current Employers

Employment History

• 03/2012 → Present
  Lpl Financial Llc
  Waltham, MA
• 03/2015 → Present
  Bay Financial Advisors, Inc.
  Waltham, MA
• 02/2016 → Present
  Verum, Llc
  Waltham, MA

Previous Registrations

• 2015-10-26 → 2021-12-31
  Bay Financial Advisors, Inc.
  Waltham, MA
• 2016-02-23 → 2017-10-23
  Verum, Llc
  Waltham, MA

Other Businesses

1. 03/07/2012 - No Business Name - Investment Related - Non-Variable Insurance - 0 Hrs/Mth - 0 Hrs During Trading - Time Spent 15% 2. 03/18/2013 - NFP Insurance Solutions - Investment Related - Non-Variable Insurance -0 Hrs/Mth - 0 Hrs During Trading - Time Spent 4% 3. 03/16/2015 - Bay Financial Advisors, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date - 03/01/2015 - 5 Hours Per Month/5 Hours During Securities Trading - Time Spent 10% - I provide financial planning and consulting services through Bay Financial Advisors, an independent investment advisor firm. I started this business activity in March, 2015. I expect to spend approximately 5 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 4. 08/31/2015 - PEACHTREE WEALTH STRATEGIES, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 08/01/15 - 1 Hours Per Month/0 Hours During Securities Trading 5. 05/29/2018 - Joseph Donovan Notary - Investment Related - 130 Turner St Waltham MA 02453 - Other - Notary - Notary - Start Date - 05/07/2018 - 1 Hours Per Month/1 Hours During Securities Trading 6. 08/29/2022 - Bay Financial Associates, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/01/2022 - 160 Hours Per Month/8 Hours During Securities Trading. 7. 01/06/2023 - Partners Financial - Not Investment Related - At Reported Business Location(s) - For-Profit Board Member - Start Date: 12/06/2022 - 2 Hours Per Month/2 Hours During Securities Trading 8. 08/25/2023 - condo rental - Real Estate Rental - Partial Owner - Investment Related - Bonita Springs, FL - Start Date 07/10/2023 - 2 Hours Per Month/ 0 Hours During Trading 9) 08/07/2025 - Bay Financial Associates by LPL Financial - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:8/15/2025 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2013-05-16
• S63 Uniform Securities Agent State Law Examination
  2012-07-31

Other Names

• Joseph A Donovan
• Joseph A Donovan