Ercilia Zavala Donnelly

Current Employers

Employment History

• 08/2013 → 11/2017
  National Planning Corporation
  Santa Monica, CA
• 11/2017 → 03/2023
  Lpl Financial Llc
  Capitola, CA
• 06/2018 → 03/2023
  Valley Wealth Strategies, Llc
  Capitola, CA
• 03/2023 → 06/2024
  Securities America, Inc.
  Capitola, CA
• 03/2023 → 06/2024
  Securities America Advisors
  Capitola, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Capitola, CA

Previous Registrations

• 2023-03-02 → 2024-06-14
  Securities America Advisors, Inc.
  Capitola, CA
• 2019-02-19 → 2023-09-12
  Valley Wealth Strategies, Llc
  Lodi, CA
  Capitola, CA

Other Businesses

1. DBA: Iron Point Financial Advisors 2. CONNELLY FAMILY TRUST POSITION: Co Trustee NATURE: Family Trust INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/14/2020 ADDRESS: 1228 Via Del Sol, Prunedale CA 93907 DESCRIPTION: Co trustee for the family trust 3. SECURITIES AMERICA ADVISORS POSITION: Advisor NATURE: Advisory Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 03/01/2023 ADDRESS: 4145 Clares St Suite H, Capitola CA 95010 DESCRIPTION: Advisory services to clients 4. ERCILIA DONNELLY AND ASSOCIATES POSITION: Owner Advisor NATURE: Business ownership INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/01/2023 ADDRESS: 4145 Clares St, Ste H, Capitola CA 95010 DESCRIPTION: Ercilia Donnelly and Assoc is the entity that allows Ercilia Donnelly to run the securities activity of her business

Exams

• S66 Uniform Combined State Law Examination
  2018-07-27
• S63 Uniform Securities Agent State Law Examination
  2013-11-15

Other Names

• Ercilia Zavala