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1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-12 |
| OH | RA | APPROVED | 2010-09-03 |
Branch Locations
1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • USA
1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • United States
Chagrin Falls, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcdonald Partners Llc | Cleveland | OH | 09/2010 | Present |
HEGARTY ASSET MANAGEMENT, PORTFOLIO MANAGER; Fieldstone Farm - Board Member & Finance Committee member, non-investment related, approx. 1 hour/week (none during trading hours), no compensation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-06-24 |
| S65 | Uniform Investment Adviser Law Examination | 1997-04-09 |
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