JD
JD

James Donlin

21 Years of Experience
Mechanicsville, VA
Broker

James Donlin is a registered investment advisor, based in Mechanicsville, VA, with 21 years of industry experience.

Location

Mechanicsville, VA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

James is an independent contractor/financial advisor for East West Investment Advisors LLC and a director for both Love Like That, Inc. (a non-profit) and Oyster Consulting LLC. He dedicates about a quarter of his time to Oyster Consulting LLC and a few hours per week to East West Investment Advisors LLC.

Employment History
Current Registrations
Marriott Securities, LLCBroker
October 2021 - Present · 4 yrs 7 mos
Marriott Securities, LLC
October 2021 - Present · 4 yrs 7 mos
East West Investment Advisors, LLC
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Capitol Securities Management, INC.
March 2018 - January 2020 · 1 yr 10 mos
Capitol Securities & Associates, INC.Broker
June 2010 - December 2012 · 2 yrs 6 mos
Capitol Securities Management, INC.Broker
January 2008 - January 2020 · 12 yrs
Clearview Correspondent Services, LLCBroker
October 2007 - January 2008 · 3 mos
Scott & Stringfellow, INC.Broker
June 2006 - October 2007 · 1 yr 4 mos
Anderson & Strudwick, IncorporatedBroker
June 2003 - May 2006 · 2 yrs 11 mos
Wachovia Securities, LLCBroker
March 2003 - June 2003 · 3 mos
State Registrations1 state
VA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
James Donlin - Financial Advisor | TrueAdvisor