Joshua Daniel Donofry

Current Employers

Employment History

• 02/2016 → 09/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frederick, MD
• 06/2020 → 09/2020
  Bank Of America, N.A.
  Frederick, MD
• 09/2020 → Present
  Rs Will Wealth Management
  Frederick, MD
• 09/2020 → Present
  Kestra Investment Services, Llc
  Frederick, MD
• 09/2020 → Present
  Kestra Advisory Services, Llc
  Frederick, MD

Previous Registrations

• 2016-10-28 → 2020-09-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frederick, MD

Other Businesses

Name: Kestra Advisory Services LLC Investment Related: Yes Address: 5707 SW Parkway Building 2 Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Portfolio manager, employee Start Date: 9/4/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Trading operations, portfolio management, investment research. Name: RS Will Wealth Management LLC Investment Related: Yes Address: 154 A N Market St. Frederick MD 21701 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Portfolio manager, employee. Start Date: 9/4/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Portfolio management, investment research, trading operations. Name: The Community Foundation of Frederick County Investment Related: No Address: 312 E Church St Frederick MD 21701 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Member of the Investment committe Start Date: 2/24/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Investment Committe member responsible for advising and monitoring the endowment portfolio of the foundation as well as due diligence on any new investments. Name: HOOD COLLEGE - ADJUNCT PROFESSOR POSITION: Adjunct Professor NATURE: Adjunct Professor INVESTMENT RELATED: Yes # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/13/2022 ADDRESS: 401 Rosemont Ave, Frederick MD 2170 DESCRIPTION: Instruct the course (MGMT 370) at Hood College per syllabus. Name: THE COMMUNITY FOUNDATION OF FREDERICK COUNTY POSITION: Board of Directors Trustee. Member of the Investment Committee NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 02/24/2021 ADDRESS: 312 E Church St, Frederick MD 21701, United States DESCRIPTION: Board of Directors Trustee and Investment Committe member responsible for advising and monitoring the endowment portfolio of the foundation as well as due diligence on any new investments.

Exams

• S66 Uniform Combined State Law Examination
  2016-10-27

Other Names

• Joshua Donofry