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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

KELLEY ANN DONOVAN

Advisor at RICHMOND INVESTMENT SERVICES LLC

MEQUON, WI | Dubuque, IA

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Search this name across graphsid dfx:ria:f1782cec-cdb7-a34a-016c-9c1655b21219

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 12, 2010 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: RICHMOND INVESTMENT SERVICES LLC
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: Dec 29, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Dec 29, 2009
First registration: Jan 12, 2010
Dual registered: yes, broker-dealer
IAPD individual key: 2399378

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
RICHMOND INVESTMENT SERVICES LLC	Independent wealth	May 30, 2024	n/a	yes	MEQUON, WI\|Dubuque, IA	Current employment
GLOBAL RETIREMENT PARTNERS LLC	Institutional manager	Nov 2, 2017	Dec 14, 2017	no	Dubuque, IA\|SAN RAFAEL, CA	Previous registration
GLOBAL RETIREMENT PARTNERS LLC	Institutional manager	Aug 18, 2016	Oct 31, 2017	no	Madison, WI\|SAN RAFAEL, CA	Previous registration
VSR ADVISORY SERVICES	Former SEC adviser	Apr 12, 2013	Aug 18, 2016	no	DUBUQUE, IA\|OVERLAND PARK, KS\|DUBUQUE, IA\|MADISON, WI	Previous registration
EDWARD JONES	National bd RIA	Jan 12, 2010	Apr 10, 2013	no	DUBUQUE, IA\|ST LOUIS, MO\|DUBUQUE, IA\|DUBUQUE, IA	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
GLOBAL RETIREMENT PARTNERS LLC	RICHMOND INVESTMENT SERVICES LLC	Dec 14, 2017	May 30, 2024	2,359	Firm change after gap	Other
VSR ADVISORY SERVICES	GLOBAL RETIREMENT PARTNERS LLC	Aug 18, 2016	Aug 18, 2016	0	Firm change	Other
EDWARD JONES	VSR ADVISORY SERVICES	Apr 10, 2013	Apr 12, 2013	2	Firm change	Other

Relationships

Registered with (4)

→ RICHMOND INVESTMENT SERVICES LLCRegistered adviserregistration: current employment
May 30, 2024 to presentfactForm ADV
→ GLOBAL RETIREMENT PARTNERS LLCRegistered adviserregistration: previous registration
Nov 2, 2017 to Dec 14, 2017factForm ADV
→ VSR ADVISORY SERVICESRegistered adviserregistration: previous registration
Apr 12, 2013 to Aug 18, 2016factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jan 12, 2010 to Apr 10, 2013factForm ADV

Dated events

No dated event names this entity yet.