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199 Figueroa St. Suite 101-A, Ventura, CA 93001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-24 |
Branch Locations
Napa, CA • United States
199 Figueroa St. Suite 101-A, Ventura, CA 93001 • United States
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-08 |
Branch Locations
199 Figueroa St. 101A, Ventura, CA 93001 • United States
Napa, CA • United States
1300 First Street, Suite 368-F04, Napa, CA 94559 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 08/2022 | 05/2023 |
| Cambridge Investment Research Inc. | Fairfield | IA | 10/2022 | Present |
| Comcast & Subsidiary Nbcuniversal | San Francisco | CA | 06/2005 | 06/2017 |
| Saxco International, Llc | Concord | CA | 06/2017 | 06/2018 |
| Blackbird Vineyards | Napa | CA | 06/2018 | 04/2020 |
| Penrose Hill Llc | Napa | CA | 04/2020 | 04/2022 |
| Christopher Ray Mcdonald Dba Mcdonald & Associates | Napa | CA | 04/2022 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2023 | Present |
| Christopher Ray Mcdonald Dba Napa Valley Consulting | Napa | CA | 04/2023 | Present |
| All About Speech Therapy | Napa | CA | 08/2023 | Present |
| The Renaissance Group | Napa | CA | 09/2023 | Present |
1) Cambridge Investment Research - Investment Adviser Rep and Registered Rep of a BD/RIA. Investment Related. 160 HR/MO - 120 HR/MO during securities trading hours. Start Date: 05/2023 as Investment Adviser Rep with CIRA and 10/2022 as Registered Rep with CIR. 1776 Pleasant Plain Rd., Fairfield, IA. 2) Christopher Ray McDonald DBA McDonald & Associates - Owner, Operator and CPA. 4/2022 - Present. Not Investment Related. 1420 King Ave., Napa, CA., 94559. 3) Christopher Ray McDonald DBA Napa Valley Consulting - Owner. 4/2023 - Present. Fractional Finance and Accounting Services. Not Investment Related. Duties include Principal and Finance Executive. 1420 King Ave., Napa, CA., 94559. Spend 20 Hrs./Month on this activity, 15 Hrs./Month during securities trading hours. 4) All About Speech Therapy - Owner and CFO. 8/2023 to Present. Not Investment Related. Duties include CFO duties. 1420 King Ave., Napa, CA 94559. 2 Hrs./Month spent on this activity, none during securities trading hours. 5) Insurance Agent - 7/2023 to Present. Investment Related. Duties include providing insurance products and services to clients and prospects. 1420 King Ave., Napa, CA 94559. 6) THE RENAISSANCE GROUP, LLC, 199 Figueroa St, 101, Ventura CA 93001, United States, 10/01/2022, DBA, IAR, 10 HR/MO - 10 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-03 |
| S65 | Uniform Investment Adviser Law Examination | 2001-03-05 |
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