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Charles Edward Donalies

Donalies Financial Planning, LLC

Washington, DC

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Current Employers
Donalies Financial Planning, Llc

Washington, DC • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2024-12-09
MD RA APPROVED 2024-12-09
VA RA APPROVED 2023-12-13
  • DC RA
    APPROVED
    Since 2024-12-09
  • MD RA
    APPROVED
    Since 2024-12-09
  • VA RA
    APPROVED
    Since 2023-12-13

Branch Locations

Washington, DC • 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
Donalies Financial Planning, Llc Washington DC 07/2012 Present
Previous Registrations
  • 2015-09-01 → 2015-09-29
    Tricapital Advisors Inc
    North Bethesda, MD
  • 2010-01-21 → 2012-07-20
    Investment Planning Associates Inc
    Rockville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-01-15
  • S65 Uniform Investment Adviser Law Examination
    2010-01-15
Designations

View on SEC IAPD

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