Best Investors Account Sign in
Inactive

Thomas Edward Donnelly

Donnelly Investments

West Hollywood, CA

Claim This Profile
Current Employers
Donnelly Investments

West Hollywood, CA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-22
CA RA APPROVED 2025-01-22
  • TX RA
    APPROVED_RES
    Since 2026-07-22
  • CA RA
    APPROVED
    Since 2025-01-22

Branch Locations

West Hollywood, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Calamus Financial Planning Los Angeles CA 02/2015 02/2017
Adviceperiod, Llc Los Angeles CA 02/2017 06/2020
Gerber Kawasaki Wealth & Investment Management Santa Monica CA 06/2020 07/2022
Donnelly Investments, Llc West Hollywood CA 07/2022 Present
  • 02/2015 → 02/2017
    Calamus Financial Planning
    Los Angeles, CA
  • 02/2017 → 06/2020
    Adviceperiod, Llc
    Los Angeles, CA
  • 06/2020 → 07/2022
    Gerber Kawasaki Wealth & Investment Management
    Santa Monica, CA
  • 07/2022 → Present
    Donnelly Investments, Llc
    West Hollywood, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-05
  • S65 Uniform Investment Adviser Law Examination
    2015-09-05
Designations

View on SEC IAPD

More in West Hollywood, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor