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Patrick Donnelly

Donnelly Financial Services

Rock Tavern, NY

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Current Employers
Donnelly Financial Services

Rock Tavern, NY • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-10-06
NY RA APPROVED 2021-09-02
  • PA RA
    APPROVED
    Since 2021-10-06
  • NY RA
    APPROVED
    Since 2021-09-02

Branch Locations

Rock Tavern, NY • 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
Donnelly Financial Services, Llc Rock Tavern NY 08/2021 Present
Donnelly Financial Services, Llc Forest Hills NY 12/2020 Present
Patrick Donnelly, Sole Proprietor Forest Hills NY 08/2021 02/2025
Third Bridge Group New York NY 08/2018 06/2022
Pnc Bank Cleveland OH 08/2016 08/2018
  • 08/2021 → Present
    Donnelly Financial Services, Llc
    Rock Tavern, NY
  • 12/2020 → Present
    Donnelly Financial Services, Llc
    Forest Hills, NY
  • 08/2021 → 02/2025
    Patrick Donnelly, Sole Proprietor
    Forest Hills, NY
  • 08/2018 → 06/2022
    Third Bridge Group
    New York, NY
  • 08/2016 → 08/2018
    Pnc Bank
    Cleveland, OH

View on SEC IAPD

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