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Current Employers
Donalies Financial Planning, Llc

Washington, DC • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-02-06
  • MD RA
    APPROVED
    Since 2025-02-06

Branch Locations

Potomac, MD • 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
Lighthouse Financial Planning, Llc Rockville MD 10/2011 05/2017
A&I Dream Island, Llc Rockville MD 07/2008 02/2021
Gallant Financial Planning Rockville MD 10/2016 12/2024
Donalies Financial Planning, Llc Washington DC 01/2025 Present
  • 10/2011 → 05/2017
    Lighthouse Financial Planning, Llc
    Rockville, MD
  • 07/2008 → 02/2021
    A&I Dream Island, Llc
    Rockville, MD
  • 10/2016 → 12/2024
    Gallant Financial Planning
    Rockville, MD
  • 01/2025 → Present
    Washington, DC
Previous Registrations
  • 2020-01-15 → 2024-12-31
    Gallant Financial Planning, Llc
    Rockville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-10
  • S65 Uniform Investment Adviser Law Examination
    2014-06-10
Designations

View on SEC IAPD

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