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Brian J Donovan

Zacks Investment Management, Inc.

Canton, MA

Chicago, IL

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Current Employers
Zacks Investment Management, Inc.

101 N. Wacker Drive Suite 1500, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-03-31
  • MA RA
    APPROVED
    Since 2022-03-31

Branch Locations

Canton, MA • United States

101 N. Wacker Drive Suite 1500, Chicago, IL 60606 • 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
Envestnet Chicago IL 10/2013 11/2021
Zacks Investment Management Chicago IL 11/2021 Present
Lbmz Securities, Inc. Chicago IL 02/2023 Present
  • 10/2013 → 11/2021
    Envestnet
    Chicago, IL
  • 11/2021 → Present
    Zacks Investment Management
    Chicago, IL
  • 02/2023 → Present
    Lbmz Securities, Inc.
    Chicago, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-10-16
S65 Uniform Investment Adviser Law Examination 2021-10-11
  • S63 Uniform Securities Agent State Law Examination
    2023-10-16
  • S65 Uniform Investment Adviser Law Examination
    2021-10-11

View on SEC IAPD

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