Terry L. Donlan Welker
Professional summary
Terry Lynn Donlan Welker, who also goes by Terry Lynn Donlan, Terry L Willinghan, Terry Willinghan, is a registered financial professional currently at LOMBARD SECURITIES INCORPORATED located in Baltimore, Maryland.
Terry is registered as a RR (Registered Representative) and started their career in finance in 1999. Terry has worked at 4 firms and has passed the Series 63, Series 52TO, SIE, Series 7, Series 53, Series 24, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Terry Lynn Donlan Welker's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 4, 2018 - Present
LOMBARD SECURITIES INCORPORATED
Office #1: 1820 Lancaster Street Second Floor, Baltimore, MD 21231Office #2: 1820 Lancaster St., Baltimore, MD 21231July 18, 2006 - August 27, 2018
BROWN ADVISORY SECURITIES, LLC
October 20, 2003 - May 31, 2006
BROWN ADVISORY SECURITIES, LLC
January 13, 2001 - August 6, 2002
DEUTSCHE BANK SECURITIES INC.
September 13, 1999 - January 13, 2001
DB ALEX. BROWN LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/4/2018)
Exams
Series 52TO
Date: 6/5/2025
Municipal Securities Representative ExaminationFINRA
Current Firm
LOMBARD SECURITIES INCORPORATED
CRD#: 27954 / SEC#: , 8-43340
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| REYNOLDS, EDWIN MAJOR JR | DIRECTOR, SHAREHOLDER, FIRM PRINCIPAL | 374634 |
| SOCHA, WILLIAM STEPHEN | CHIEF OPERATING OFFICER, OPERATIONS MANAGER, CROP, FINOP, DIRECTOR, SHAREHOLDER | 712323 |
| FOX, CHARLES CURTIS | CO-CEO, DIRECTOR, AND SHAREHOLDER | 1201770 |
| JONES, RUTH PORTER | DIRECTOR AND SHAREHOLDER | 842232 |
| PETER, EMIL III | SHAREHOLDER | |
| SLAGLE, BRIAN LEE | DIRECTOR AND SHAREHOLDER | 2895570 |
| DONLAN WELKER, TERRY LYNN | CHIEF COMPLIANCE OFFICER | 2825889 |
| OATES, DONALD EUGENE | DIRECTOR AND SHAREHOLDER | 1180250 |
| SONNIER, EDWARD DAVID II | DIRECTOR AND SHAREHOLDER | 2479370 |
Disclosures
| Regulatory Event | 4 |
| Arbitration | 2 |
| Bond | 4 |
Red Flags
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