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RIA / WealthAdvisor26 years in industry

Donna M Teets

Advisor at ALMANACK INVESTMENT PARTNERS

NEWTOWN SQUARE, PA

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Search this name across graphsid dfx:ria:ef3ce56d-7615-4fd3-652c-ea2c08ee8755

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 1, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ALMANACK INVESTMENT PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 20, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Mar 20, 2000
First registration: Jan 1, 2001
Dual registered: no
Other names: DONNA MARIA MECKEL|DONNA MARIA TEETS
IAPD individual key: 1102117

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ALMANACK INVESTMENT PARTNERS	Independent wealth	Apr 2, 2024	n/a	yes	NEWTOWN SQUARE, PA	Current employment
OSAIC FA, INC.	Former SEC adviser	Mar 7, 2022	Mar 8, 2024	no	FORT WAYNE, IN\|ELLICOTT CITY, MD	Previous registration
ALMANACK INVESTMENT PARTNERS	Independent wealth	Aug 16, 2018	Oct 1, 2019	no	NEWTOWN SQUARE, PA	Previous registration
UNITED CAPITAL FINANCIAL ADVISORS	Independent wealth	Nov 2, 2015	Jul 17, 2018	no	Hunt Valley, MD	Previous registration
PSA FINANCIAL ADVISORS INC	Former SEC adviser	Jan 1, 2001	Oct 7, 2016	no	HUNT VALLEY, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC FA, INC.	ALMANACK INVESTMENT PARTNERS	Mar 8, 2024	Apr 2, 2024	25	Firm change	Ibd to RIA
ALMANACK INVESTMENT PARTNERS	OSAIC FA, INC.	Oct 1, 2019	Mar 7, 2022	888	Firm change after gap	RIA to ibd
UNITED CAPITAL FINANCIAL ADVISORS	ALMANACK INVESTMENT PARTNERS	Jul 17, 2018	Aug 16, 2018	30	Firm change	RIA to RIA
PSA FINANCIAL ADVISORS INC	UNITED CAPITAL FINANCIAL ADVISORS	Oct 7, 2016	Nov 2, 2015	-340	Firm change after gap	Other

Relationships

Registered with (4)

→ ALMANACK INVESTMENT PARTNERSRegistered adviserregistration: previous registration
Aug 16, 2018 to Oct 1, 2019factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Mar 7, 2022 to Mar 8, 2024factForm ADV
→ UNITED CAPITAL FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Nov 2, 2015 to Jul 17, 2018factForm ADV
→ PSA FINANCIAL ADVISORS INCRegistered adviserregistration: previous registration
Jan 1, 2001 to Oct 7, 2016factForm ADV

Dated events

Occurred
Mar 8, 2024
Advisor changed firm
Donna M Teets left Osaic Fa, Inc. for Almanack Investment Partners (registered 2024-04-02)
Form ADVobserved 5 days ago