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Peter Donlevy

Edward Jones

Port Charlotte, FL

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-10
FL RA APPROVED 2025-02-25
  • TX RA
    APPROVED_RES
    Since 2025-05-10
  • FL RA
    APPROVED
    Since 2025-02-25

Branch Locations

18501 Murdock Cir Ste 400, Port Charlotte, FL 33948-1066 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 12/2024 Present
Jandp Group, Llc Punta Gorda FL 05/2017 11/2024
Sgs Maine Pointe, Llc Boston MA 01/2022 02/2024
Maine Pointe, Llc Boston MA 01/2014 08/2019
  • 12/2024 → Present
    Edward Jones
    St. Louis, MO
  • 05/2017 → 11/2024
    Jandp Group, Llc
    Punta Gorda, FL
  • 01/2022 → 02/2024
    Sgs Maine Pointe, Llc
    Boston, MA
  • 01/2014 → 08/2019
    Maine Pointe, Llc
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-22
  • S66 Uniform Combined State Law Examination
    2025-02-22

View on SEC IAPD

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Other Offices

AMERIGO ASSET MANAGEMENT CORPORATION · PORT CHARLOTTE, FL
CETERA INVESTMENT ADVISERS LLC · Port Charlotte, FL
IDEAL RETIREMENT SOLUTIONS · PORT CHARLOTTE, FL
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PFS INVESTMENTS INC. · PORT CHARLOTTE, FL
IFG ADVISORY, LLC · Port Charlotte, FL
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