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Matthew Robert Macdonald

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Sun City, AZ

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-12
CA RA APPROVED 2026-02-26
  • TX RA
    APPROVED
    Since 2026-05-12
  • CA RA
    APPROVED
    Since 2026-02-26

Branch Locations

10743 Grand Ave, Sun City, AZ 85351 • 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
Morgan Stanley Gilbert AZ 01/2025 12/2025
Kierland Golf Club Scottsdale AZ 06/2024 12/2024
The Creek Patio And Grill Cave Creek AZ 05/2019 09/2023
Cactus Shadows High School Scottsdale AZ 08/2016 05/2020
Northern Arizona University Flagstaff AZ 08/2020 05/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sun City AZ 01/2026 Present
Bank Of America, N.A. Sun City AZ 02/2026 Present
  • 01/2025 → 12/2025
    Morgan Stanley
    Gilbert, AZ
  • 06/2024 → 12/2024
    Kierland Golf Club
    Scottsdale, AZ
  • 05/2019 → 09/2023
    The Creek Patio And Grill
    Cave Creek, AZ
  • 08/2016 → 05/2020
    Cactus Shadows High School
    Scottsdale, AZ
  • 08/2020 → 05/2024
    Northern Arizona University
    Flagstaff, AZ
  • 01/2026 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Sun City, AZ
  • 02/2026 → Present
    Bank Of America, N.A.
    Sun City, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-26
S63 Uniform Securities Agent State Law Examination 2025-04-04
  • S66 Uniform Combined State Law Examination
    2026-02-26
  • S63 Uniform Securities Agent State Law Examination
    2025-04-04
Other Names
  • Matthew R Macdonald

View on SEC IAPD

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JANELL DAQUILANTE-AKERS
KERRY WADE PAIGE
HEATHER LYNN TURNER
Kevin Lee Naef

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · SUN CITY, AZ
WELLS FARGO CLEARING SERVICES, LLC · SUN CITY, AZ
PNC WEALTH MANAGEMENT LLC · SUN CITY, AZ
EDWARD JONES · SUN CITY, AZ
FSG FINANCIAL SERVICES, INC. · SUN CITY, AZ
J.P. MORGAN SECURITIES LLC · SUN CITY, AZ
CETERA INVESTMENT ADVISERS LLC · SUN CITY, AZ
EDWARD JONES · SUN CITY, AZ

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