James Patrick Donnelly

Current Employers

Employment History

• 06/2014 → 06/2017
  Concert Wealth Management, Inc.
  San Jose, CA
• 09/2016 → 01/2017
  International Assets Advisory, Llc
  Seattle, WA
• 09/2016 → 01/2017
  Sowell Financial Services, Llc
  North Little Rock, AR
• 01/2017 → 04/2019
  Institute For Wealth Advisors Dba Madison Park Advisors
  Dallas, TX
• 08/2017 → 11/2017
  Purshe Kaplan Sterling Investments
  Albany, NY
• 11/2017 → Present
  Stephen A. Kohn & Associates, Ltd.
  Lakewood, CO
• 04/2019 → Present
  Institute For Wealth Management Llc
  Denver, CO
• 11/2017 → Present
  Dmk Advisor Group, Inc.
  Seattle, WA

Previous Registrations

• 2017-01-26 → 2019-04-30
  Institute For Wealth Advisors, Inc.
  Seattle, WA
  Denver, CO
• 2014-09-29 → 2017-06-19
  Concert Wealth Management
  Seattle, WA
  San Jose, CA
• 2016-10-03 → 2017-01-25
  Sowell Management
  Seattle, WA
  North Little Rock, AR

Other Businesses

1) INSTITUTE FOR WEALTH MANAGEMENT DBA MADISON PARK ADVISORS. INVESTMENT RELATED. 13455 NOEL RD SUITE 100, DALLAS TX 75240. RIA. ADVISOR START 01/2017. 160 HOURS/MONTH, 160 DURING TRADING. FINANCIAL ADVISORY, FINANCIAL PLANNING AND SERVICING CLIENTS. 2) Mr. Donnelly is a Registered Representative of DMK Advisor Group where his responsibilities are managing and servicing client annuities. 3 hours a month are devoted to these activities during trading hours. 7 hours a month are devoted to these activities outside of trading hours. 20% of his yearly income is derived from this activity.

Exams

• S66 Uniform Combined State Law Examination
  2014-09-15

Other Names

• Patrick James Donnelly