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RIA / WealthAdvisor26 years in industry

DONALD BRIAN MCCLELLAN

Advisor at COVENANT INVESTMENT SOLUTIONS L.L.C.

HIGHLANDS, NC

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Search this name across graphsid dfx:ria:f4238ff2-77fc-839b-af20-dbe2e183c949

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 19, 2007 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: COVENANT INVESTMENT SOLUTIONS L.L.C.
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 2, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Feb 2, 2000
First registration: Jan 19, 2007
Dual registered: no
Other names: BRIAN MCCLELLAN
IAPD individual key: 4086700

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
COVENANT INVESTMENT SOLUTIONS L.L.C.	State registered	Jun 27, 2018	n/a	yes	HIGHLANDS, NC	Current employment
PRUCO SECURITIES, LLC	No RAUM reported	Apr 29, 2015	Jan 25, 2018	no	GREENSBORO, NC\|CHARLOTTE, NC\|Highlands, NC	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 27, 2012	May 1, 2015	no	HIGHLANDS, NC\|HIGHLANDS, NC\|BREVARD, NC	Previous registration
EDWARD JONES	National bd RIA	Jan 19, 2007	Jul 16, 2012	no	HIGHLANDS, NC	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
PRUCO SECURITIES, LLC	COVENANT INVESTMENT SOLUTIONS L.L.C.	Jan 25, 2018	Jun 27, 2018	153	Firm change	Ibd to state RIA
LPL FINANCIAL LLC	PRUCO SECURITIES, LLC	May 1, 2015	Apr 29, 2015	-2	Firm change	Other
EDWARD JONES	LPL FINANCIAL LLC	Jul 16, 2012	Jul 27, 2012	11	Firm change	Other

Relationships

Registered with (4)

→ COVENANT INVESTMENT SOLUTIONS L.L.C.Registered adviserregistration: current employment
Jun 27, 2018 to presentfactForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Apr 29, 2015 to Jan 25, 2018factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 27, 2012 to May 1, 2015factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jan 19, 2007 to Jul 16, 2012factForm ADV

Dated events

No dated event names this entity yet.