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Mark James Donnelly

The Estate Planning Team, Inc.

Middleburg Heights, OH

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Current Employers
The Estate Planning Team, Inc.

16600 Sprague Road Suite 285, Middleburg Heights, OH 44130 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2014-06-16
  • OH RA
    APPROVED
    Since 2014-06-16

Branch Locations

16600 Sprague Road Suite 285, Middleburg Heights, OH 44130 • 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
The Estate Planning Team, Inc. Middleburg Heights OH 06/2014 Present
Previous Registrations
Other Businesses

1. INDEPENDENT INSURANCE AGENT - LIFE, HEALTH, LONG TERM CARE

View on SEC IAPD

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Other Offices

FOURTH DIMENSION WEALTH, LLC · MIDDLEBURG HEIGHTS, OH
LPL FINANCIAL LLC · MIDDLEBURG HEIGHTS, OH
LPL FINANCIAL LLC · MIDDLEBURG HEIGHTS, OH
IP FINANCIAL ADVISORY SERVICES LLC · Middleburg Heights, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Cleveland, OH
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TA-CHECK FINANCIAL LTD. · STRONGSVILLE, OH
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