Mary Beth B Donas

Current Employers

Employment History

• 06/2009 → 02/2022
  Morgan Stanley Smith Barney
  Wilkes Barre, PA
• 01/2015 → 02/2022
  Morgan Stanley Private Bank, National Association
  New York, NY
• 02/2022 → Present
  Lpl Financial Llc
  Stroudsburg, PA
• 02/2022 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2009-06-01 → 2022-02-23
  Morgan Stanley
  Wilkes Barre, PA
• 2004-04-16 → 2009-06-01
  Citigroup Global Markets Inc.
  Wilkes-Barre, PA
  Wilkes Barre, PA

Other Businesses

1) 2/2022- Wealth Strategies & Management LLC- DBA for LPL Business (entity for LPL business)- inv. related- Stroudsburg, PA 2) 03/01/2022 - Private Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date 02/2022 - 40 Hours Per Month - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 3/2022. I expect to spend approximately 40 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 firm is separate from and independent of LPL Financial. 3) 11/29/2022 - Private Advisor Group, LLC - DBA: Wealth Strategies & Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 02/17/2022 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 160 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 firm is separate from and independent of LPL Financial. 4) 02/14/2024 - Venjenz LLC - Non-Inv Related - Wilkes-Barre, PA - Other - Human & Pet Supplement - Started: 1/1/2024 - 5 Hrs/Mo; 0 Hr During Trading. 5) 01/06/2025 - Spyglass LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Home Based, - Start Date:12/20/2024 .

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-09
• S63 Uniform Securities Agent State Law Examination
  1997-04-25

Designations

Other Names

• Mary Beth Baclasky
• Mary Beth Bonczek
• Marybeth Dongas
• Mary Beth Dongas
• Mary Beth Dongas