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Melanie Martinez Mcdonald

Cary Street Partners

Richmond, VA

Palm Beach Garden, FL

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Current Employers
Cary Street Partners

901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-25
MI RA APPROVED 2026-08-25
TX RA APPROVED 2026-03-24
  • FL RA
    APPROVED
    Since 2026-08-25
  • MI RA
    APPROVED
    Since 2026-08-25
  • TX RA
    APPROVED
    Since 2026-03-24

Branch Locations

901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States

4500 Pga Boulevard Suite 304A, Palm Beach Garden, FL 33418 • 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
Ubs Financial Services Inc. Miami FL 10/2007 05/2019
Kovack Securities, Inc. Fort Lauderdale FL 06/2019 06/2020
Kovack Advisors, Inc. Fort Lauderdale FL 06/2019 06/2020
Pursuit Consulting, Llc Palm Beach Gardens FL 01/2020 03/2026
Pursuit Wealth Management Llc Palm Beach Gardens FL 06/2020 Present
Cary Street Partners Investment Advisory Llc Palm Beach Gardens FL 03/2026 Present
  • 10/2007 → 05/2019
    Miami, FL
  • 06/2019 → 06/2020
    Kovack Securities, Inc.
    Fort Lauderdale, FL
  • 06/2019 → 06/2020
    Fort Lauderdale, FL
  • 01/2020 → 03/2026
    Pursuit Consulting, Llc
    Palm Beach Gardens, FL
  • 06/2020 → Present
    Pursuit Wealth Management Llc
    Palm Beach Gardens, FL
  • 03/2026 → Present
    Cary Street Partners Investment Advisory Llc
    Palm Beach Gardens, FL
Previous Registrations
  • 2020-07-07 → 2026-03-31
    Pursuit Wealth Managment Llc
    Palm Beach Gardens, FL
  • 2019-06-04 → 2020-06-22
    Palm Beach Gardens, FL
    Ft. Lauderdale, FL
  • 2009-03-13 → 2019-06-27
    Miami, FL
    Ft. Lauderdale, FL
    Weehawken, NJ
    Jacksonville, FL
    Palm Beach Gardens, FL
Other Businesses

1) PURSUIT CONSULTING, LLC - 4500 PGA BLVD SUITE 304A, PALM BEACH GARDENS, FL; OWNER; NON-INVESTMENT RELATED: CONSULTING SERVICES; DUTIES INCLUDE RUNNING BUSINESS CONSULTING ANALYSIS FOR CORPORATE CLIENTS; DEVOTES APPROXIMATELY 1% OF TIME PER MONTH TO THESE DUTIES, ALL OF WHICH ARE DURING SECURITIES TRADING HOURS. 2) REAL ESTATE AGENT; JR REALTY & APPRAISING, LOCATED AT 6072 ROGER STREET, JUPITER, FL, 33458 (SOLELY TO COLLECT REFERRAL FEES FOR BUSINESS TRANSACTIONS REFERRED TO BUSINESS BROKERS); APRIL 2021; 2 HOURS PER MONTH; NON-INVESTMENT RELATED. 3) LICENSED INSURANCE AGENT - CAN EARN COMMISSION; ANY POTENTIAL CONFLICTS OF INTEREST ARE DISCLOSED AT THE TIME OF THE RECOMMENDATION.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-03-06
  • S66 Uniform Combined State Law Examination
    2009-03-06
Designations
Other Names
  • Melanie Martinez

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