John Francis Donovan

Current Employers

Employment History

• 10/2014 → 06/2024
  Securities America Inc
  Plano, TX
• 10/2014 → 06/2024
  Securities America Advisors
  Plano, TX
• 06/2024 → Present
  Osaic Wealth, Inc.
  Plano, TX
• 06/2024 → Present
  Osaic Wealth, Inc.
  Plano, TX

Previous Registrations

• 2014-10-31 → 2024-06-14
  Securities America Advisors, Inc.
  Dallas, TX
  Plano, TX
• 2002-11-21 → 2014-11-13
  Osaic Fa, Inc.
  Dallas, TX
  Dallas, TX
  Addison, TX
• 1999-12-16 → 2002-12-16
  Ubs Financial Services Inc.
  Plano, TX

Other Businesses

1. COLLIN COUNTY REPUBLICAN PARTY -Precinct Chair -Precinct Chair for neighborhood area (Precinct #137) for local arm of national political party #HRS 10 11/1/17 -2963 W 15th St Ste 2981 Plano TX 75075 -primary duties are 1)Identify & register voters in Precinct 2)Inform voters of political events & help turn out the vote 3)Attend meetings of County Executive Committee 4)Work at polls &/or recruit poll workers 5)Run Precinct Convention 2. TEXAS EXES DALLAS CHAPTER -Board Member -2110 San Jacinto Blvd Austin TX 78712 -Provide guidance & service to volunteer org., which helps promote U of Texas, its alumni & encourage outstanding new students to attend University 3. TAX INCREMENT FINANCING REINVESTMENT ZONE NO. 4 BOARD -Board Member -Board member of City of Plano's new Tax Increment Financing Reinvestment (TIFR) Zone No. 4. Board has been created to oversee proposed TIFR No. 4 to support revitalization of Collin Creek Mall & surrounding gateway area within City of Plano. It's Plano's intent to consider creating new tax increment financing reinvestment zone that would dedicate up to 75% of collected real property tax increments to public projects within new zone. #HRS 5 -12/1/20 -1520 Avenue K Ste 350, Plano TX 75074 -Serve on Board to oversee decisions made on planned redevelopment of old Collin Creek Mall in Plano & some surrounding retail areas into new mixed-use real estate development to improve & revitalize that area of City of Plano 4. LONGHORN WEALTH MANAGEMENT GROUP -President -SECURITIES AMERICA ADVISORS - IAR INVEST RELATED Yes #HRS 100 SEC TRADE HRS 60 -10/1/14 -1701 Iowa Dr. Plano TX 75093 -Acting as an Advisory Rep to assist clients w/all aspects identifying, recommending, implementing & managing their desired advisory investments 5. TRUSTEE FOR CHRIS AND KAREN KREIDLER FAMILY TRUSTS -Trustee -Asked by friends to be Independent Non-Family Trustee on Trusts he & his wife are establishing for their 16 yr old daughter & Karen's family. Leasa & I are close to Chris, Karen & their only daughter, Georgia, & have been part of each other's lives/families for 30+ yrs. Chris & Karen are NOT clients in any way & there is no expectation that they will become clients, no intention of client relationship w/them as a result of role. Chris & Karen are successful in their lives, so Trusts they establish are significant & filling this role is a task they are not taking lightly. They have considered all options & have determined they trust me. They made it clear this will be paid role & they want me compensated for time dedicated. They have separate attorneys & financial advisors who will manage underlying assets of trusts. My role will be admin; overseeing & ensuring that their wishes are carried out to benefit daughter (future heirs) & Karen's family. -#HRS 10 -4/1/23 -1701 Iowa Dr. Plano TX 75093 6. LONGHORN WEALTH MANAGEMENT GROUP -President -Insurance sales & service for non-variable insurance. #HRS 20 SEC TRADE HRS 15 -11/22/02 -1701 Iowa Dr Plano TX 75093 -Selling & servicing non-variable insurance policies

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-15
• S63 Uniform Securities Agent State Law Examination
  1992-04-20