Theresa Vivian Donatelli

Current Employers

Employment History

• 08/2013 → 01/2021
  Lpl Financial Llc
  Old Saybrook, CT
• 08/2013 → 01/2021
  Northstar Wealth Partners Llc
  Old Saybrook, CT
• 12/2020 → Present
  Principle Wealth Partners Llc
  Madison, CT

Previous Registrations

• 2014-06-09 → 2021-01-08
  Northstar Wealth Partners Llc
  West Hartford, CT
  Old Saybrook, CT
  Old Saybrook, CT
• 2013-08-07 → 2016-09-08
  Lpl Financial Llc
  Old Saybrook, CT
  West Hartford, CT
  Old Saybrook, CT
• 2003-11-18 → 2013-08-16
  Essex Financial Services, Inc.
  Essex, CT
  Essex, CT
• 1999-02-04 → 2003-11-19
  Raymond James Financial Services, Inc.
  Essex, CT

Other Businesses

1.) INSURANCE LICENSED; SAME LOCATION 2.) 06/09/2014 - Benjamin1027 LLC - INV REL - 1180 Boston Post Road, Old Saybrook, CT 06475 - Business Entity For Tax/Investment Purposes Only - 10 HOURS PER MONTH - START 08/07/2013 - ONLY FOR DEPOSIT ANSTAX REPORTING PURPOSE 3.) 8/4/2020 - Integrity Partners LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 05/30/2014 - 20 Hours Per Month During Securities Trading. 4.)St. Vincent de Paul Place; INVESTMENT RELATED: NO; LOCATION: NORWICH, CT; TITLE: VICE PRESIDENT OF BOARD AND VOLUNTEER; TIME SPENT: 5-10HRS/MO

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-18
• S63 Uniform Securities Agent State Law Examination
  1995-07-17