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Current Employers
Mcdonald Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-05-10
  • OH RA
    APPROVED
    Since 2023-05-10

Branch Locations

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

Shaker Heights, OH • 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
Joan C Edwards Charitable Foudnation Cleveland OH 08/2008 Present
Mcdonald Partners Llc Cleveland OH 10/2009 10/2021
Mcdonald Partners Llc Cleveland OH 12/2022 Present
Previous Registrations
Other Businesses

Joan C Edwards Charitable Foundation - Executive Director, 5-10 hours per week, not investment-related; Cleveland School of Science & Medicine - Chairperson of the Board of Trustees, 2-4 hours per week, not investment-related; Heights Audio LLC - sole member, 4 hours per week, not investment related, nominal income via recording fees and ticket sales; Heights BBQ Association LLC - sole member, LLC created to facilitate community rib cookoff, 4 hours per week, not investment-related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-10
  • S66 Uniform Combined State Law Examination
    2023-03-10

View on SEC IAPD

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