Patricia Ellen Donelan

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Red Bank, NJ
• 11/2016 → 05/2024
  Wells Fargo Clearing Services, Llc
  Red Bank, NJ
• 10/2022 → 05/2024
  Momentum Independent Network
  Dallas, TX
• 05/2024 → Present
  Lpl Financial
  Middletown, NJ

Previous Registrations

• 2022-10-25 → 2024-05-07
  Momentum Independent Network Inc.
  Middleton, NJ
  Glen Allen, VA
  The Villages, FL
• 2009-02-13 → 2022-11-02
  Wells Fargo Clearing Services, Llc
  Red Bank, NJ
  The Villages, FL
• 2002-05-23 → 2009-03-04
  Ubs Financial Services Inc.
  Red Bank, NJ
  Red Bank, NJ

Other Businesses

1) 03/2024 - Highland Partners Financial Services / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 2. 05/06/2024 - Highland Partners Financial Services - DBA for LPL Business (entity for LPL business) - Inv. Related - 19 Navaho Way, Middletown New Jersey 07747 - Start Date 05/06/2024 - 160hrs/mth

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-06-01
• S63 Uniform Securities Agent State Law Examination
  1981-01-14

Other Names

• Patricia Kopczewski
• Patricia Ellen Kopczewski