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Zachary T Donley

Streamline Financial Strategies Ltd

Ada, OH

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Current Employers
Streamline Financial Strategies Ltd

108 East Highland Avenue, Ada, OH 45810 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-09-08
  • OH RA
    APPROVED
    Since 2025-09-08

Branch Locations

108 East Highland Avenue, Ada, OH 45810 • 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
Penn Mutual Life Ins Co Horsham PA 09/2017 12/2017
Ohio University Athens OH 08/2013 06/2017
Hornor Townsend & Kent Inc Horsham PA 12/2017 08/2018
Streamline Financial Solutions Ontario OH 08/2025 Present
Self Employed Ashland OH 09/2018 08/2025
  • 09/2017 → 12/2017
    Penn Mutual Life Ins Co
    Horsham, PA
  • 08/2013 → 06/2017
    Ohio University
    Athens, OH
  • 12/2017 → 08/2018
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 08/2025 → Present
    Streamline Financial Solutions
    Ontario, OH
  • 09/2018 → 08/2025
    Self Employed
    Ashland, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-11
  • S65 Uniform Investment Adviser Law Examination
    2025-08-11

View on SEC IAPD

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