DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Erin Donnelly
Feed of 09/14/2026
Also filed as Erin Farrell
At current firm
0 y
since Nov 24, 2025
In the industry
27 y
since Apr 19, 1999 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Valic Financial Advisors, Inc. BD affiliated currentsince Nov 24, 2025 · Houston, Tx
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 22, 2019 to Nov 18, 2025 · Pennington, Nj
- Nuveen Asset Management, LLC mixed wealthMar 2, 2012 to Sep 13, 2018 · Chicago, Il
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJul 23, 2004 to May 17, 2011 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Valic Financial Advisors, Inc.left Nov 18, 2025, registered Nov 24, 2025 (6 days) · Wirehouse to affiliated broker-dealer or bank
- Nuveen Asset Management, LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Sep 13, 2018, registered Oct 22, 2019 (404 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Nuveen Asset Management, LLCleft May 17, 2011, registered Mar 2, 2012 (290 days) · Other
Signals
- Erin Donnelly left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Valic Financial Advisors, Inc. (registered 2025-11-24)Nov 18, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address