Benjamin Mcdonald

Current Employers

Employment History

• 06/2015 → 02/2021
  Edward Jones
  St Louis, MO
• 02/2021 → 02/2023
  Bgw Wealth Advisors, Llc
  Charlotte, NC
• 02/2023 → Present
  Kestra Investment Services, Llc
  Huntersville, NC
• 02/2023 → Present
  Kestra Private Wealth Services, Llc
  Huntersville, NC

Previous Registrations

• 2021-07-09 → 2023-02-17
  Bgw Wealth Advisors, Llc
  Charlotte, NC
• 2015-10-16 → 2021-02-23
  Edward Jones
  Charlotte, NC
  Charlotte, NC
  St Louis, MO
  Huntersville, NC
  Charlotte, NC

Other Businesses

Name: DESTINATION WEALTH ADVISORS POSITION: DBA associated with Kestra NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/15/2023 ADDRESS: 13801 Reese Blvd. W, Suite 110, Huntersville NC 28078 DESCRIPTION: Serve clients via relationship with Kestra Name: DESTINATION GROUP LLC POSITION: CEO NATURE: Holding Company INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/10/2023 ADDRESS: 13801 Reese Blvd. W, Suite 110, Huntersville NC 28078, United States DESCRIPTION: Oversee business operations Name: BEN MCDONALD HOLDINGS LLC POSITION: Owner NATURE: Holding Company INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/10/2023 ADDRESS: 2004 Fountain Ln, Stanley NC 28164, United States DESCRIPTION: N/A Name: DAILY RITUAL COFFEE LLC POSITION: Owner NATURE: Coffee Shop INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/27/2025 ADDRESS: 917 Central Ave, Unit B, Charlotte NC 28204, United States DESCRIPTION: There is an owner operator doing the day to day. I am simply an owner in the background, to help when they have questions on running a business. No day to day responsibilities.

Exams

• S66 Uniform Combined State Law Examination
  2015-08-24

Other Names

• Benjamin Joseph Mcdonald