Donna A. Byrne
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Donna Ann Byrne, who also goes by Donna A. Byrne, was a registered financial professional .
Donna is a previously registered financial professional and started their career in finance in 2000. Donna had worked at 9 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 6, 2015 - December 7, 2018
BRIDGEWORTH WEALTH MANAGEMENT
January 30, 2015 - June 22, 2018
LPL FINANCIAL LLC
August 26, 2010 - January 2, 2015
INTL ADVISORY CONSULTANTS INC.
August 16, 2010 - January 2, 2015
STERNE, AGEE & LEACH, INC.
August 16, 2010 - January 2, 2015
STONEX SECURITIES INC.
February 13, 2006 - December 31, 2009
SYNOVUS SECURITIES, INC.
February 2, 2006 - December 31, 2009
SYNOVUS SECURITIES, INC.
February 17, 2005 - February 2, 2006
INVESTMENT DISTRIBUTORS, INC.
February 17, 2005 - February 2, 2006
FIRST VARIABLE CAPITAL SERVICES, INC.
May 19, 2000 - June 9, 2004
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BRIDGEWORTH WEALTH MANAGEMENT
CRD#: 164100 / SEC#: 801-76956
Contact information
Regulatory assets under management
| Total Number of Accounts | 5,489 |
| AUM (Assets Under Management) | $ 2,016,498,230 |
Red Flags
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