William James Donnelly

Current Employers

Employment History

• 10/1980 → Present
  Donnelly Accountancy Corporation
  Sunnyvale, CA
• 09/1984 → Present
  San Jose State University
  San Jose, CA
• 05/2004 → Present
  Mid Atlantic Capital Corporation
  Sunnyvale, CA
• 05/2004 → Present
  Mid Atlantic Financial Management, Inc.
  Pittsburgh, PA
• 11/2021 → Present
  Newedge Advisors, Llc
  New Orleans, LA

Previous Registrations

• 2004-05-04 → 2021-11-01
  Mid Atlantic Financial Management, Inc.
  Sunnyvale, CA
  Pittsburgh, PA
  Sunnyvale, CA
• 1997-08-15 → 2004-05-04
  Fdx Advisors, Inc.
  Sunnyvale, CA

Other Businesses

1)DONNELLY INVESTMENT AND WEALTH ADVISORS, INC.~INVESTMENT RELATED~510 EAST MAUDE AVENUE, SUNNYVALE, CA 94085~INVESTMENT & ADVISORY SERVICES~CEO/PRESIDENT~JUNE 2016~40HRS PER MONTH~40HRS PER MONTH DURING MARKET~INVESTMENT AND ADVISORY SERVICES - - - - - - - - - - - 2)DONNELLY ACCOUNTANCY CORPORATION~NON INVESTMENT RELATED~510 EAST MAUDE AVENUE, SUNNYVALE, CA 94085~CPA FIRM~CEO/PRESIDENT~MARCH 2016~173HRS PER MONTH~125HRS PER MONTH DURING MARKET~CPA FIRM - - - - - - - - - - - 3)COMMERCIAL RENTAL PROPERTY~NON INVESTMENT RELATED~510 EAST MAUDE AVENUE, SUNNYVALE, CA 94085~COMMERCIAL BUILDING~OWNER~START DATE 1986~2HRS PER MONTH~0HRS PER MONTH DURING MARKET~OWNER/MANAGER - - - - - - - - - - - 4)LAND RENTAL PROPERTY~NON INVESTMENT RELATED~BETHEL ISLAND, CA~LAND RENTED FOR GRAZING~OWNER~START DATE 2006~0HRS PER MONTH~0HRS PER MONTH DURING MARKET - - - - - - - - - - - 5)RESIDENTIAL RENTAL PROPERTY~NON INVESTMENT RELATED~BLACKLOCK CT, SAN JOSE, CA~RENTAL PROPERTY~OWNER~START DATE 1971~0HRS PER MONTH~0HRS PER MONTH DURING MARKET - - - - - - - - - - - 6)FIXED/TERM INSURANCE SALES~NON INVESTMENT RELATED~510 EAST MAUDE,SUNNYVALE,CA 94085~INSURANCE SALES OF FIXED/TERM PRODUCTS~AGENT~JANUARY 2013~1HR PER MONTH~1HR PER MONTH DURING MARKET~SALES OF FIXED/TERM INSURANCE

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-07-22

Other Names

• W J Donnelly
• Bill Donnelly