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Jonathan Anthony Donatelli

Principal Securities, Inc.

Amherst, NY

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Current Employers
Principal Securities, Inc.

711 High Street, Des Moines, IA 50392 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-28
NY RA APPROVED 2021-06-30
  • TX RA
    APPROVED
    Since 2022-11-28
  • NY RA
    APPROVED
    Since 2021-06-30

Branch Locations

100 Corporate Pkwy Ste 118, Amherst, NY 14226 • 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
Principal Life Insurance Company Amherst NY 09/2011 Present
Wealth Management Services Llc Amherst NY 05/2014 Present
Principal Securities Inc Amherst NY 03/2016 Present
  • 09/2011 → Present
    Principal Life Insurance Company
    Amherst, NY
  • 05/2014 → Present
    Wealth Management Services Llc
    Amherst, NY
  • 03/2016 → Present
    Principal Securities Inc
    Amherst, NY
Previous Registrations
  • 2003-04-15 → 2003-08-05
    Uvest Financial Services Group, Inc.
    Amherst, NY
Other Businesses

***OUTSIDE INSURANCE, FIXED LIFE, DI, LTC, 10/02/14.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-08-17
  • S66 Uniform Combined State Law Examination
    2002-08-17
Designations

View on SEC IAPD

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