Robert D Donnelly

Current Employers

Employment History

• 04/2016 → Present
  Kestra Investment Services, Llc
  Sewickley, PA
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Sewickley, PA

Previous Registrations

• 2005-06-01 → 2010-04-27
  Equitable Advisors, Llc
  Beaver, PA
  Beaver, PA
• 2000-03-24 → 2005-06-01
  Mony Securities Corporation
  Beaver, PA

Other Businesses

Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Name: STONE POINT FINANCIAL SERVICES POSITION: Sales NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 04/11/2023 ADDRESS: 500 Market St, Suite 204B, Beaver PA 15009, United States DESCRIPTION: Meet clients, Do fact find, make necessary recommendations of financial products. Name: RETIRERIGHT FINANCIAL PLANNING POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 01/01/2026 ADDRESS: 1370 Washington Pike, Suite 404, Bridgeville PA 15017, United States DESCRIPTION: I manage client relationships through our wealth management process.

Exams

• S66 Uniform Combined State Law Examination
  2004-04-01
• S63 Uniform Securities Agent State Law Examination
  1993-03-26

Other Names

• Robert D Donnelly