William Patrick Donahue

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-10-11
NY	RA	APPROVED	2024-10-11
PA	RA	APPROVED	2024-10-11

CA RA
APPROVED

Since 2024-10-11
NY RA
APPROVED

Since 2024-10-11
PA RA
APPROVED

Since 2024-10-11

Branch Locations

4250 Veterans Memorial Highway Suite 155 E, Holbrook, NY 11741 • 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
American Portfolios Financial Services, Inc.	Holbrook	NY	07/2004	10/2024
Osaic Wealth, Inc.	Scottsdale	AZ	10/2024	Present

07/2004 → 10/2024

American Portfolios Financial Services, Inc.

Holbrook, NY
10/2024 → Present

Osaic Wealth, Inc.

Scottsdale, AZ

Previous Registrations

2016-10-14 → 2024-10-11

American Portfolios Advisors, Inc

Holbrook, NY

Other Businesses

Donahue Resource Group Inc. - business expenses entity for tax purposes, not investment related, start date = 2004, owner 50%, 1 hour devoted per month.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-10-14
S63	Uniform Securities Agent State Law Examination	1994-10-11

S66 Uniform Combined State Law Examination

2016-10-14
S63 Uniform Securities Agent State Law Examination

1994-10-11

View on SEC IAPD

Current Employers

Osaic Wealth, Inc.

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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