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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hr Block | Cartersville | GA | 01/2024 | Present |
| Triad Advisors, Inc. | Norcross | GA | 10/2014 | 09/2024 |
| Cetera Financial Specialists Llc | Schuamburg | IL | 09/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2024 | Present |
| Mcdonald Wealth Management | Rome | GA | 06/2024 | Present |
| Mcdonald Management & Consulting | Rome | GA | 06/2024 | Present |
1) MCDONALD WEALTH MANAGEMENT; SAME AS REGISTERED LOCATION; INVESMTENT RELATED; DBA FOR INVESTMENTS; CLIENT SERVICE ASSOCIATE; SINCE 06/2024; 20 HRS/MO 2) MCDONALD MANAGEMENT & CONSULTING; SAME AS REGISTERED LOCATION; NON-INVESTMENT RELATED; TAX CONSULTING/ADMIN; SINCE 06/2024; 20 HRS/MO 3) HR BLOCK, NOT INVESTMENT RELATED, CARTERSVILLE, GA, ENROLLED AGENT, TAX PREPARATION, 30H/WEEK, 24H/WEEK DURING TRADING HOURS, SINCE 01/2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-02 |
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