William Mcdonald

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2025-11-14

OK RA
APPROVED

Since 2025-11-14

Branch Locations

6200 Waterford Blvd, Oklahoma City, OK 73118 • 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

Organization	City	State	From	To
University Of Arkansas	Fayetteville	AR	08/2019	05/2022
Quail Creek Golf And Country Club	Oklahoma City	OK	06/2020	08/2020
University Of Cincinnati	Cincinnati	OH	08/2022	05/2025
Mustang Fuel Corporation	Oklahoma City	OK	06/2024	08/2024
Heritage Hall High School	Oklahoma City	OK	08/2015	05/2019
Unemployed	Oklahoma City	OK	05/2025	10/2025
Lpl Financial	Oklahoma City	OK	10/2025	Present

08/2019 → 05/2022

University Of Arkansas

Fayetteville, AR
06/2020 → 08/2020

Quail Creek Golf And Country Club

Oklahoma City, OK
08/2022 → 05/2025

University Of Cincinnati

Cincinnati, OH
06/2024 → 08/2024

Mustang Fuel Corporation

Oklahoma City, OK
08/2015 → 05/2019

Heritage Hall High School

Oklahoma City, OK
05/2025 → 10/2025

Unemployed

Oklahoma City, OK
10/2025 → Present

Lpl Financial

Oklahoma City, OK

Other Businesses

1. 10/14/2025 Investment products and services are offered through LPL Financial LLC using the DBA/trade name INSTITUTION DBA Independent Advisers Group - Inv Rel - At Reported Business Location(s)

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-11-14

S66 Uniform Combined State Law Examination

2025-11-14

View on SEC IAPD

Current Employers

Lpl Financial Llc

Disclosures

Employment History

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Exams

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