James T Donnelly

Current Employers

Valley Financial Group

311 Lindenwold Ave, Ambler, PA 19002 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2021-04-14

PA RA
APPROVED

Since 2021-04-14

Branch Locations

311 Lindenwold Ave, Ambler, PA 19002 • 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

Organization	City	State	From	To
Bensalem Township Police Department	Bensalem	PA	06/2002	Present
Bensalem Township Police Department	Langhorne	PA	06/2002	Present
H. Beck	Rockville	MD	10/2020	01/2021
Valley Financial Group	Flourtown	PA	02/2021	Present

06/2002 → Present

Bensalem Township Police Department

Bensalem, PA
06/2002 → Present

Bensalem Township Police Department

Langhorne, PA
10/2020 → 01/2021

H. Beck

Rockville, MD
02/2021 → Present

Valley Financial Group

Flourtown, PA

Previous Registrations

2020-10-20 → 2021-03-31

Grove Point Investments, Llc

Bensalem, PA

Flourtown, PA

Other Businesses

BENSALEM TOWNSHIP POLICE DEPARTMENT POSITION: Patrol Operations Commander NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 144 START DATE: 06/17/2002 ADDRESS: 34 Pine Glen Road, Langhorne PA 19047, United States DESCRIPTION: Patrol Operations Commander

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-07-15

S65 Uniform Investment Adviser Law Examination

2020-07-15

Other Names

James Donnelly

View on SEC IAPD

Current Employers

Valley Financial Group

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

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