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Courtney Hunter Calotta

Donalies Financial Planning, LLC

Chester, VT

Washington, DC

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Current Employers
Donalies Financial Planning, Llc

Washington, DC • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-01-05
  • NY RA
    APPROVED
    Since 2025-01-05

Branch Locations

Chester, VT • United States

Washington, DC • 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
Full-Time Education Baltimore MD 08/2014 05/2018
University Of Maryland, Baltimore County Baltimore MD 08/2015 05/2017
University Of Maryland, Baltimore County Baltimore MD 08/2016 05/2017
Gallant Financial Planning, Llc Rockville MD 01/2018 12/2024
Donalies Financial Planning Llc Washington DC 01/2025 Present
  • 08/2014 → 05/2018
    Full-Time Education
    Baltimore, MD
  • 08/2015 → 05/2017
    University Of Maryland, Baltimore County
    Baltimore, MD
  • 08/2016 → 05/2017
    University Of Maryland, Baltimore County
    Baltimore, MD
  • 01/2018 → 12/2024
    Gallant Financial Planning, Llc
    Rockville, MD
  • 01/2025 → Present
    Donalies Financial Planning Llc
    Washington, DC
Previous Registrations
  • 2021-08-18 → 2024-12-31
    Gallant Financial Planning, Llc
    Rockville, MD
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-22
  • S65 Uniform Investment Adviser Law Examination
    2021-07-22
Designations
Other Names
  • Courtney Hunter Barnes

View on SEC IAPD

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