Best Investors Account Sign in
Inactive

David James Donnelly

Redtree Investment Group

Cincinnati, OH

Claim This Profile
Current Employers
Redtree Investment Group

5050 Section Avenue Suite 420, Cincinnati, OH 45212 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-02-19
  • OH RA
    APPROVED
    Since 2026-02-19

Branch Locations

5050 Section Avenue Suite 420, Cincinnati, OH 45212 • 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
Redtree Investment Group Cincinnati OH 09/2023 Present
Bon Secours Mercy Health Cincinnati OH 05/2021 09/2023
The Ohio State University Columbus OH 08/2018 05/2022
St. Xavier High School Cincinnati OH 09/2014 06/2018
  • 09/2023 → Present
    Redtree Investment Group
    Cincinnati, OH
  • 05/2021 → 09/2023
    Bon Secours Mercy Health
    Cincinnati, OH
  • 08/2018 → 05/2022
    The Ohio State University
    Columbus, OH
  • 09/2014 → 06/2018
    St. Xavier High School
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-13
  • S65 Uniform Investment Adviser Law Examination
    2026-02-13

View on SEC IAPD

Other Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC
BRIXEY & MEYER CAPITAL LLC
OPUS CAPITAL MANAGEMENT
FORMIDABLE ASSET MANAGEMENT, LLC
RC CAPITAL
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor