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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-02-16 |
| MD | RA | APPROVED | 2013-03-12 |
| NJ | RA | APPROVED | 2013-03-12 |
Branch Locations
5072 Dorsey Hall Drive Suite 202, Ellicott City, MD 21042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg | Baltimore | MD | 04/2002 | Present |
| Coventroy Health Care | Wilmington | DE | 12/2004 | 05/2018 |
| Donahoe & Associates Llc | Columbia | MD | 09/2006 | Present |
| Transamerica Financial Advisors, Inc | Baltimore | MD | 01/2012 | Present |
| Rental Property | Elliott City | MD | 11/2010 | Present |
| Debtmerica, Llc | Santa Ana | CA | 12/2013 | 05/2018 |
| Evergreen Health | Baltimore | MD | 04/2016 | 10/2022 |
| International Medical Group (Img) | Indianapolis | IN | 05/2017 | Present |
| Kaiser Permanente | Rockville | MD | 07/2017 | Present |
| People Builders Financial, Inc. Pbf | Ellicott City | MD | 11/2019 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc DONAHOE & ASSOCIATES LLC/ 0906-Present / Investment Related: No /9755 Patuxent Woods Dr. Suite #250 Columbia, MD 21046/Health Insurance Agent/ Medical Health Insurance/ Hrs Work Monthly: 50/ Sec Trading Hrs: 1/ When people need health insurance, I will provide them health insurance options. Usually during the open enrollment period International Medical Group (IMG), 05/2017, Agent for Health Insurance, Indianapolis, Indiana, Provide international tourists health insurance; KAISER PERMANENTE/NO/2101 EAST JEEFERSON STR, ROCKVILLE, MD 20849/SELL HEALTH IINSURANCE TO CLIENT/INSURANCE BROKER/07.17.2017/10/5/JUST SELL THE HEALTH INSURANCE IF CLIENT ASKS ME AND NEED INSURANCE OCCASIONALLY. PEOPLE BUILDERS FINANCIAL, INC. PBF / 1119 TO PRESENT/ INVESTMENT RELATED: NO /5072 DORSEY HALL DRIVE ELLICOTT CITY, MD 21042/OWNER/PROCESS WFG PASS THROUGH COMMISSION PAYMENT AND WFG BUSINESS EXPENSES FOR TAX PURPOSE/hrs work monthly: 20/Sec trading hrs: 1/PROCESS WFG PASS THROUGH COMMISSION PAYMENT AND WFG BUSINESS EXPENSES, FILE TAX, PAY FUTURE SECRETARY AND CONTRACTORS RENTAL PROPERTY /1110 TO PRESENT/ INVESTMENT RELATED: YES /3151 SONIA TRIAL ELLICOTT, MD 21043/ position: OWNER/ RENT THE PROPERTY AND MANAE IT/hrs work monthly: LESS THAN 1 HOUR/Sec trading hrs: 0/TAKING CARE OF THE PROPERTY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-11 |
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