David James Mcdonald

Employer firm

Twin Lights Capital Management LLC CRD 330830

$54.9M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
PORTFOLIO MODELS

From the firm’s Form ADV. Read the guides:

Current Employers

Twin Lights Capital Management Llc

100 Cummings Center Drive Suite 322D, Beverly, MA 01915 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2024-09-30

MA RA
APPROVED

Since 2024-09-30

Branch Locations

100 Cummings Center Drive Suite 322D, Beverly, MA 01915 • 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

Organization	City	State	From	To
Self Employed	Beverly	MA	05/2010	03/2021
Dakota Wealth, Llc	Danvers	MA	06/2021	Present
Twin Lights Capital Management Llc	Beverly	MA	04/2024	Present

05/2010 → 03/2021

Self Employed

Beverly, MA
06/2021 → Present

Dakota Wealth, Llc

Danvers, MA
04/2024 → Present

Twin Lights Capital Management Llc

Beverly, MA

Previous Registrations

2021-08-31 → 2024-10-11

Dakota Wealth, Llc

Palm Beach Gardens, FL

Beverly, MA

Danvers, MA

Other Businesses

Boston University; Adjunct Professor of Finance; non-investment related; 05/2019; Boston, Massachusetts; Part time Professor of Finance at Boston University; less than 10% of time during non-trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-08-21

S65 Uniform Investment Adviser Law Examination

2021-08-21

Other Names

Dave James Mcdonald
David J. Mcdonald

View on SEC IAPD