Best Investors Account Sign in

Kathlene Donahue

Td Private Client Wealth LLC

Hartford, CT

Auburn, MA

Claim This Profile
Current Employers
Td Private Client Wealth Llc

1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-06-12
CA RA APPROVED 2025-06-06
UT RA APPROVED 2025-03-21
CT RA APPROVED 2024-08-01
ME RA APPROVED 2024-07-22
CO RA APPROVED 2023-12-05
FL RA APPROVED 2023-05-10
MA RA APPROVED 2022-10-04
  • SC RA
    APPROVED
    Since 2025-06-12
  • CA RA
    APPROVED
    Since 2025-06-06
  • UT RA
    APPROVED
    Since 2025-03-21
  • CT RA
    APPROVED
    Since 2024-08-01
  • ME RA
    APPROVED
    Since 2024-07-22
  • CO RA
    APPROVED
    Since 2023-12-05
  • FL RA
    APPROVED
    Since 2023-05-10
  • MA RA
    APPROVED
    Since 2022-10-04

Branch Locations

203 Trumbull Street, Hartford, CT 06103 • United States

460 Southbridge St, Auburn, MA 01501 • 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
Edward Jones St Louis MO 01/2018 09/2022
Veterans Inc. Worcester MA 06/2017 08/2017
Classic Envelope, Inc. Douglas MA 01/2017 05/2017
Unemployed Worcester MA 09/2017 01/2018
Unemployed Worcester MA 07/2016 01/2017
Td Bank N.A. Worcester MA 09/2022 Present
Td Private Client Wealth Llc Worcester MA 09/2022 Present
  • 01/2018 → 09/2022
    Edward Jones
    St Louis, MO
  • 06/2017 → 08/2017
    Veterans Inc.
    Worcester, MA
  • 01/2017 → 05/2017
    Classic Envelope, Inc.
    Douglas, MA
  • 09/2017 → 01/2018
    Unemployed
    Worcester, MA
  • 07/2016 → 01/2017
    Unemployed
    Worcester, MA
  • 09/2022 → Present
    Td Bank N.A.
    Worcester, MA
  • 09/2022 → Present
    Td Private Client Wealth Llc
    Worcester, MA
Previous Registrations
  • 2018-08-23 → 2022-09-27
    Edward Jones
    Worcester, MA
    St Louis, MO
    Worcester, MA
    Worcester, MA
    Northborough, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-09
  • S66 Uniform Combined State Law Examination
    2018-08-09
Other Names
  • Kathlene Marie Higgins
  • Kathlene Marie Donahue
  • Katy Donahue

View on SEC IAPD

More in Hartford, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor