Kelley Ann Donovan

Current Employers

Employment History

• 08/2016 → Present
  Lpl Financial, Llc
  Mequon, WI
• 08/2016 → 12/2017
  Global Retirement Partners, Llc
  San Rafael, CA
• 03/2024 → Present
  Richmond Investment Services
  Mequon, WI
• 09/2015 → 12/2017
  Isg Advisors
  Madison, WI
• 12/2017 → Present
  Richmond Investments
  Mequon, WI
• 03/2024 → Present
  Richmond Investment Services Llc
  Dubuque, IA

Previous Registrations

• 2017-11-02 → 2017-12-14
  Global Retirement Partners Llc
  Dubuque, IA
  San Rafael, CA
• 2016-08-18 → 2017-10-31
  Global Retirement Partners Llc
  Madison, WI
  San Rafael, CA
• 2013-04-12 → 2016-08-18
  Vsr Financial Services, Inc.
  Dubuque, IA
  Overland Park, KS
  Dubuque, IA
  Madison, WI
• 2010-01-12 → 2013-04-10
  Edward Jones
  Dubuque, IA
  St Louis, MO
  Dubuque, IA
  Dubuque, IA

Other Businesses

1. 12/21/2017 - Richmond Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/14/2017 - 180 Hours Per Month/160 Hours During Securities Trading. 2. 4/23/2020 - No Business Name - Investment Related - Dubuque IA - Real Estate Rental - Partner - 2 Hours Per Month/0 Hours During Securities Trading - Bought a building in Dubuque, and remodeling it into two rentals. 3. 11/04/2021 - No Business Name - Investment Related - 374 Bluff Street, Dubuque, IA 52001- Real Estate Rental - Start Date: 11/01/2021 - 2 Hours Per Month/0 Hours During Securities Trading. 4. 10/25/2022 - AAKRBD2 LLC - Investment Related - Dubuque IA 52001 - Real Estate Rental - Start Date: 11/01/2022 - 1 Hour Per Month/0 Hours During Securities Trading - I bought a two-unit bldg. 5. 09/26/2024 - Goldfinch Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/02/2024 - 200 Hours Per Month/ 160 Hours During Trading 6) 04/21/2025 - Richmond Investment Services LLC - Investment Related - Registered Investment Advisor - At Reported Business Location(s) - Start Date:06/13/2024 - 200 Hrs/Mth - 160 Hrs During Trading.I provide investment advisory services through Richmond Investment Services LLC, an independent investment advisor firm. I started this business activity in 6/2024. I expect to spend approximately 200 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7) 04/21/2025 - Goldfinch Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date:06/13/2024 -200 Hrs/Mth - 160 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2009-12-29