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Theresa Kay Donahue

D.A. Davidson & Co.

Powell, OH

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Current Employers
D.A. Davidson & Co.

8 Third Street North, Great Falls, MT 59401 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-05-16
  • OH RA
    APPROVED
    Since 2018-05-16

Branch Locations

3773 Attucks Dr, Powell, OH 43065 • 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
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Indianapolis IN 01/1996 04/2018
D.A. Davidson & Co. Dublin OH 05/2018 Present
Previous Registrations
  • 2017-01-09 → 2018-04-13
    Charles Schwab & Co., Inc.
    Indianapolis, IN
    Fishers (Indianapolis), IN
    Indianapolis, IN
    Fishers (Indianapolis), IN
    Indianapolis, IN
    Fishers (Indianapolis), IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-09
S63 Uniform Securities Agent State Law Examination 1996-06-14
  • S66 Uniform Combined State Law Examination
    2017-01-09
  • S63 Uniform Securities Agent State Law Examination
    1996-06-14
Other Names
  • Theresa Zimmerman
  • Theresa Kay Mizelle
  • Theresa Kay Mizelle
  • Theresa K Zimmerman
  • Theresa K Zimmerman
  • Theresa K Zimmerman
  • Theresa K Zimmerman
  • Theresa Kay Zimmerman

View on SEC IAPD

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KEVIN L FIFER
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Other Offices

CAPITAL CITY ASSET MANAGEMENT GROUP, LLC · POWELL, OH
SHUTTLEWORTH & COMPANY · POWELL, OH
CETERA INVESTMENT ADVISERS LLC · POWELL, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · POWELL, OH
STRATOS WEALTH PARTNERS, LTD · Powell, OH
STRATOS WEALTH PARTNERS, LTD · Powell, OH
LPL FINANCIAL LLC · POWELL, OH
EDWARD JONES · POWELL, OH

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