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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-27 |
Branch Locations
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Castaic, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coppell Advisory Solutions Llc | Coppell | TX | 06/2025 | Present |
| American Lifestyle Financial & Insurance | Castaic | CA | 06/2016 | Present |
| Starbucks | Castaic | CA | 09/2019 | 01/2022 |
| Higher Vision Church | Valencia | CA | 11/2014 | 12/2016 |
| Self Employed | Castaic | CA | 01/2003 | Present |
| Yankee Candle | Valencia | CA | 11/2017 | 01/2018 |
| Princess Makeovers | Castaic | CA | 01/2016 | 03/2018 |
| Sand Canyon Country Club | Canyon Country | CA | 04/2022 | 06/2022 |
| Self Employed | Castaic | CA | 06/2022 | 06/2025 |
Ms. Donihue will only be devoting a portion of her time to being an executive assistant for about 24 hours a month (probably 18 of them being during business hours) as well as being a musician for about 8 hours a month outside of business hours. Duties as an executive assistant include paperwork, organization, submitting tickets, & quality checks. As a musician she only make a little bit of money from residuals. She won't be getting paid hourly. Duties include singing, songwriting, and performance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-22 |
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