John M. Donnelly
Professional summary
John Mark Donnelly is a registered financial professional currently at DALMORE GROUP LLC located in Fort Lauderdale, Florida.
John is registered as a RR (Registered Representative) and started their career in finance in 2004. John has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view John Mark Donnelly's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 4, 2023 - Present
DALMORE GROUP LLC
Office #1: 500 E Broward Blvd, Suite 1600, Fort Lauderdale, FL 33394April 4, 2017 - June 29, 2021
VALIC FINANCIAL ADVISORS, INC.
January 4, 2017 - June 29, 2021
VALIC FINANCIAL ADVISORS, INC.
October 12, 2015 - December 13, 2016
LPL FINANCIAL LLC
January 29, 2014 - October 15, 2015
TRANSAMERICA FINANCIAL ADVISORS, LLC
March 21, 2007 - October 15, 2015
TRANSAMERICA FINANCIAL ADVISORS, LLC
September 3, 2004 - April 2, 2007
FIRST FOUNDERS 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
(5/9/2023)
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Exams
Series 7TO
Date: 10/26/2022
General Securities Representative ExaminationFINRA
Current Firm
DALMORE GROUP LLC
CRD#: 136352 / SEC#: , 8-67002
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 2 |
Red Flags
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Company Information
DALMORE GROUP LLC
CRD#: 136352Fort Lauderdale, FL 33394TRUST BUT VERIFY
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