Rita Mansour

Current Employers

Mcdonald Partners Llc

1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2020-01-16
TX	RA	APPROVED_RES	2019-12-01
OH	RA	APPROVED	2006-09-25

CA RA
APPROVED

Since 2020-01-16
TX RA
APPROVED_RES

Since 2019-12-01
OH RA
APPROVED

Since 2006-09-25

Branch Locations

One Seagate Suite 1825, Toledo, OH 43604 • United States

1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • USA

1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Mcdonald Partners, Llc	Toledo	OH	09/2006	Present

09/2006 → Present

Mcdonald Partners, Llc

Toledo, OH

Previous Registrations

1999-11-22 → 2006-10-04

Keybanc Capital Markets Inc.

Perrysburg, OH

Perrysburg, OH

Sandusky, OH

Fostoria, OH

Sylvania, OH

Toledo, OH

Sandusky, OH

Toledo, OH

Toledo, OH

Toledo, OH

Oregon, OH

Port Clinton, OH

Other Businesses

GREATER TOLEDO COMMUNITY FOUNDATION - GRANTS COMMITTEE (volunteer); ARTS COMMISSION OF GREATER TOLEDO - HONORARY BOARD MEMBER (volunteer); MCCORD PROPERTIES - ACTIVE MEMBER; MANSOUR PROPERTIES - ACTIVE MEMBER; TOLEDO MUSEUM OF ART - BOARD MEMBER (volunteer); OHIO ARTS COUNCIL BOARD - MEMBER; Eden Rock Montenegro LLC (McDonald Partners private fund, investment-related) - Vice President; Signature Investments Montenegro d.o.o - Board Member; Umbrella Capital LLC (Investment-related) - Toledo, OH. LLC was created to make personal venture investments with family member. Start date: 6/25/2020, Number of hours per month: five (5), Number of hours during securities trading hours: zero (0); Ms. Mansour is a licensed insurance agent who sells life and health insurance with various insurance companies and receives standard commissions. She spends 12 hours per week on these activities.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-07-26
S63	Uniform Securities Agent State Law Examination	1989-07-27

S65 Uniform Investment Adviser Law Examination

1999-07-26
S63 Uniform Securities Agent State Law Examination

1989-07-27

View on SEC IAPD