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TD

Theresa K. Donahue

BREAN CAPITAL
Atlanta, GA 30326
Some features on this profile are disabled
CRD#: 2713661
TD
Theresa Kay DonahueBREAN CAPITAL

Professional summary

Theresa Kay Donahue, who also goes by Theresa K Donahue, Theresa Kay Mizelle Mrs., Theresa Kay Mizelle, Theresa K Zimmerman, Theresa Zimmerman, Theresa Kay Zimmerman, is a registered financial professional currently at BREAN CAPITAL, LLC located in Atlanta, Georgia.

Theresa is registered as a RR (Registered Representative) and started their career in finance in 1996. Theresa has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Aliases

Theresa K Donahue | Theresa Kay Mizelle Mrs. | Theresa Kay Mizelle | Theresa K Zimmerman | Theresa Zimmerman | Theresa Kay Zimmerman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Theresa Kay Donahue's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 28, 2026 - Present

BREAN CAPITAL, LLC

Office #1: 3414 Peachtree Road Ne Suite 750, Atlanta, GA 30326
BD
CRD#: 23723
Atlanta, GA
Past

May 16, 2018 - August 3, 2026

D.A. DAVIDSON & CO.

RIA
CRD#: 199
POWELL, OH
Past

May 16, 2018 - August 3, 2026

D.A. DAVIDSON & CO.

BD
CRD#: 199
POWELL, OH
Past

January 9, 2017 - April 13, 2018

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Indianapolis, IN
Past

May 28, 1996 - April 13, 2018

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Indianapolis, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(7/28/2026)
RR
Colorado
(7/28/2026)
RR
Georgia
(7/28/2026)
RR
Illinois
(7/28/2026)
RR
Indiana
(7/28/2026)
RR
Kentucky
(7/28/2026)
RR
Maryland
(7/28/2026)
RR
Michigan
(7/28/2026)
RR
Mississippi
(7/28/2026)
RR
Nebraska
(7/28/2026)
RR
New Jersey
(7/28/2026)
RR
New York
(7/28/2026)
RR
North Carolina
(7/28/2026)
RR
Ohio
(7/28/2026)
RR
Pennsylvania
(7/28/2026)
RR
Virginia
(7/28/2026)
RR
Washington
(7/28/2026)
RR
West Virginia
(7/28/2026)
RR
Wisconsin
(7/28/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/9/2017
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/14/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/24/1996
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 5/8/2002
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 2/7/2002
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

BC
BREAN CAPITAL, LLC
BREAN CAPITAL, LLC | NATIONAL LIQUIDATORS, INC | CARRET SECURITIES, LLC | CARRET SECURITIES, INC. | BREAN MURRAY, CARRET & CO., LLC.

CRD#: 23723 / SEC#: , 8-40742

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
505 Fifth Avenue 5th Floor, New York, NY 10017
Mailing Address
505 Fifth Avenue 5th Floor, New York, NY 10017
Phone number
(212) 702-6500
Established
Delaware since 02/03/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
BMUR HOLDINGS, LLCHOLDING COMPANY
HUNT FS HOLDINGS III, LLCHOLDING COMPANY
ALLURED LLCHOLDING COMPANY
LIZINATOR LLCHOLDING COMPANY
BREAN CAPITAL HOLDINGS, LLCHOLDING COMPANY
CORWEN, STEPHEN MILLERHEAD OF MBS/ABS SALES2943061
FINE, ROBERT MICHAELCHIEF EXECUTIVE OFFICER1450313
GUZMAN, JEFFREY MCHIEF COMPLIANCE OFFICER3095123
LAMARSH, JONATHAN ANDREWPRINCIPAL OPERATIONS OFFICER5436335
MACKLIN, JOHN TIMOTHYPRINCIPAL OPERATIONS OFFICER1446800
SARABELLA, ARNOLDCHIEF FINANCIAL OFFICER AND PRINCIPAL FINANCIAL OFFICER1717059
TIRSCHWELL, ROBERT MOYSEEXECUTIVE MANAGING DIRECTOR2230453

Disclosures

Regulatory Event12

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BREAN CAPITAL, LLC

CRD#: 23723Atlanta, GA 30326

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