Bruce Michael Doner

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2024-05-21

NJ RA
APPROVED

Since 2024-05-21

Branch Locations

Delray Beach, FL • United States

540 Route 73, West Berlin, NJ 08091 • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

540 Route 73, West Berlin, NJ 08091 • 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

Organization	City	State	From	To
Innovative Wealth Management Services	Marlton	NJ	08/1991	Present
Securities America, Inc.	Berlin	NJ	03/2001	05/2024
Securities America Advisors, Inc	Berlin	NJ	04/2001	05/2024
Lpl Financial	West Berlin	NJ	05/2024	Present

08/1991 → Present

Innovative Wealth Management Services

Marlton, NJ
03/2001 → 05/2024

Securities America, Inc.

Berlin, NJ
04/2001 → 05/2024

Securities America Advisors, Inc

Berlin, NJ
05/2024 → Present

Lpl Financial

West Berlin, NJ

Previous Registrations

2002-07-22 → 2024-05-20

Securities America Advisors, Inc.

Berlin, NJ

Other Businesses

1. 03/08/2024- innovative Wealth Management Services- DBA for LPL Business (entity for LPL business)- Inv Rel 2. 03/08/2024- Bruce Doner NVI- Non-Variable Insurance- Inv Rel- 5 hrs per mnth- 1 hr during trading- start date 4/17/2024

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1993-02-17

S63 Uniform Securities Agent State Law Examination

1993-02-17

Other Names

Bruce M Doner
Bruce Micheal Doner

View on SEC IAPD