Kelly Gene Mcdonald

Current Employers

Employment History

• 01/2001 → Present
  Mcdonald Group Inc
  Jackson, TN
• 11/2014 → 06/2024
  Securities America, Inc.
  Jackson, TN
• 11/2014 → 06/2024
  Securities America Advisors, Inc.
  Jackson, TN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jackson, TN

Previous Registrations

• 2014-11-14 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE
  Jackson, TN
  Jackson, TN
• 2006-01-06 → 2014-11-14
  Sunset Financial Services, Inc.
  Jackson, TN
  Kansas City, MO

Other Businesses

1. JACKSON SYMPHONIC WINDS POSITION: Clarinet player NATURE: I play an instrument in a non profit community band. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2019 ADDRESS: 1050 Union University Dr, Jackson TN 38308 DESCRIPTION: I play an instrument in a non profit community band. 2. THE MCDONALD GROUP BAND POSITION: keyboard player NATURE: I play in a band. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2019 ADDRESS: 88 Sarasota Cove, Jackson TN 38305 DESCRIPTION: I play keyboard in a band. 3. VICE PRESIDENT OF JACKSON AREA COMMUNITY BANDS, INC., A NON PROFIT ORGANIZATION POSITION: Vice President NATURE: Vice President of Jackson Area Community Bands, Inc., a non profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2022 ADDRESS: 86 Sommerfield Dr, Jackson TN 38305 DESCRIPTION: Vice President of Jackson Area Community Bands, Inc., a non profit organization 4. TRINITY BAPTIST CHURCH POSITION: Treasurer and Trustee NATURE: Trinity Baptist Church INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1995 ADDRESS: D Street, Jackson TN 38301 DESCRIPTION: Treasurer and trustee at church 5. THE MCDONALD GROUP INC POSITION: Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 11/01/2014 ADDRESS: 3021 Highway 45 Bypass, Suite 104, Jackson TN 38305, United States DESCRIPTION: Insurance agent and Financial Professional 6. KELLY MCDONALD SR POSITION: Independent Musician NATURE: Independent musician playing in local events as sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/11/2024 ADDRESS: 88 Sarasota Cv, Jackson TN 38305, United States DESCRIPTION: Playing woodwind and keyboard instruments as Independent musician playing in local events? 7.THE COMPANY BAND POSITION: keyboard player NATURE: I play in a band. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2019 ADDRESS: 88 Sarasota Cove, Jackson TN 38305, United States DESCRIPTION: I play keyboard in a band. 8. THE MCDONALD FINANCIAL GROUP INC. POSITION: Owner NATURE: C Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 09/01/2024 ADDRESS: 3021 Highway 45 By Pass, Suite 104, Jackson TN 38305, United States DESCRIPTION: Book Keeping

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-06-12

Designations