Donovan Louis Martucci

Current Employers

Employment History

• 08/2016 → 07/2019
  Herriman High School
  Herriman, UT
• 08/2019 → 12/2022
  University Of Utah
  Salt Lake City, UT
• 09/2019 → 01/2023
  Costco Wholesale
  Salt Lake City, UT
• 12/2022 → 01/2023
  University Of Utah
  Salt Lake City, UT
• 01/2023 → Present
  Kestra Investment Services, Llc
  Salt Lake City, UT
• 06/2023 → Present
  Kestra Private Wealth Services, Llc
  Salt Lake City, UT

Other Businesses

Name: ELEVATED PRIVATE WEALTH ADVISORS POSITION: managing partner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/01/2023 ADDRESS: 6340 South 3000 East Suite 350, Cottonwood Heights UT 84121, United States DESCRIPTION: Servicing clients by providing them with a strategic approach to planning investments Name: MARIO HOLDINGS, LLC POSITION: Owner NATURE: holding company INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 03/11/2024 ADDRESS: 6340 S 3000 E, Suite 350, Cottonwood UT 84121, United States DESCRIPTION: This is a business to hold the profits that I receive Name: ELEVATED INSURANCE ADVISORS POSITION: contractor/agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 04/20/2024 ADDRESS: 6340 S 3000 E, Suite 350, Cottonwood UT 84121, United States DESCRIPTION: I'll be coordinating with the team to provide insurance quotes, sales, and service. My role involves strategic planning and operations, as well as direct engagement with existing clients to ensure they have the proper insurance coverage to protect their wealth. Name: SUMMIT OAK ADVISORS POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/05/2026 ADDRESS: 6340 s 3000 e, Salt Lake City UT 84121, United States DESCRIPTION: servicing clients by providing them with a strategic approach to planning investments. Name: WASATCH COMMUNITY GARDENS POSITION: Treasurer/board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/04/2024 ADDRESS: 629 e 800 s, salt lake city UT 84102, United States DESCRIPTION: I will serve solely on the Finance Committee as the Treasurer. I will meet with the Executive Director and Associate Director quarterly and annually, and on an as-needed basis, to review the current balance sheet and other financial statements they prepare. These statements are used to share the organization's financial status with the Board. The Associate Director is responsible for preparing all financial materials. The Executive Director and Associate Director have authority over the organization's funds. Name: SUMMIT OAK ADVISORS POSITION: Investment Advisor NATURE: Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/12/2026 ADDRESS: 6340 s 3000 e, suite 350, Salt lake city UT 84121, United States DESCRIPTION: Providing access to my paid subscription at wealth.com after a financial consulting meeting to help clients complete Trust, Will, Health Care Directives and Financial Powers of Attorney. Access to wealth.com is an in person or zoom meeting with me that usually takes 1-2 hours. I help them navigate the software for completion. No legal advice is offered.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-10