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Joseph Carter Mcdonald

Capital Investment Advisors, LLC

Atlanta, GA

Dallas, TX

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Current Employers
Capital Investment Advisors, Llc

10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-02
  • TX RA
    APPROVED
    Since 2024-10-02

Branch Locations

10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States

5495 Belt Line Road Ste. 390, Dallas, TX 75254 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Plano TX 01/2004 09/2021
Fidelity Personal And Workplace Advisors Boston MA 07/2018 09/2021
Unemployed Frisco TX 09/2021 08/2024
Capital Investment Advisors Dallas TX 08/2024 Present
  • 01/2004 → 09/2021
    Fidelity Brokerage Services
    Plano, TX
  • 07/2018 → 09/2021
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 09/2021 → 08/2024
    Unemployed
    Frisco, TX
  • 08/2024 → Present
    Capital Investment Advisors
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-01
S66 Uniform Combined State Law Examination 2000-03-22
S63 Uniform Securities Agent State Law Examination 1993-07-07
  • S65 Uniform Investment Adviser Law Examination
    2024-10-01
  • S66 Uniform Combined State Law Examination
    2000-03-22
  • S63 Uniform Securities Agent State Law Examination
    1993-07-07
Other Names
  • Jody Mcdonald
  • Jody Mcdonald

View on SEC IAPD

Other Firms

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RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NEWEDGE ADVISORS
EQUITY SERVICES, INC.

Other Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

More in Atlanta, GA

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