Holly Parrish Donaldson

Current Employers

Holly Donaldson Financial Planning, Llc

Gainesville, FL • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-01-29
TX	RA	APPROVED	2025-09-18
FL	RA	APPROVED	2007-03-23

CA RA
APPROVED

Since 2026-01-29
TX RA
APPROVED

Since 2025-09-18
FL RA
APPROVED

Since 2007-03-23

Branch Locations

Gainesville, 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

Organization	City	State	From	To
Holly P Thomas Llc	Tampa	FL	10/2014	12/2017
Holly Donaldson Financial Planning Llc	Gainesville	FL	01/2018	Present

10/2014 → 12/2017

Holly P Thomas Llc

Tampa, FL
01/2018 → Present

Holly Donaldson Financial Planning Llc

Gainesville, FL

Other Businesses

Porchview Publishing, LLC. Not investment related. PO Box 140327, Gainesville, FL 32614. Publishing books, e-books, workshops, and newsletters on financial psychology. Position: President. Common ownership with Holly Donaldson Financial Planning, LLC. Start date September 2013. Hours/month: 4. Hours during trading hours: 0. Duties include drafting, marketing and publishing newsletters, workshops, online courses, books, and e-books.

Designations

Other Names

Holly Thomas
Holly Leigh Parrish
Holly Parrish Thomas

View on SEC IAPD