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Mary Robey Macdonald

Personal Path Financial Planning

Hillsborough, NC

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Current Employers
Personal Path Financial Planning

Hillsborough, NC • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2017-09-05
  • NC RA
    APPROVED
    Since 2017-09-05

Branch Locations

Hillsborough, NC • 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
Mary Robey Macdonald D/B/A Personal Path Financial Planning Hillsborough NC 07/2017 Present
Unemployed Hillsborough NC 09/2015 06/2017
  • 07/2017 → Present
    Mary Robey Macdonald D/B/A Personal Path Financial Planning
    Hillsborough, NC
  • 09/2015 → 06/2017
    Unemployed
    Hillsborough, NC
Previous Registrations
  • 2014-05-13 → 2015-08-27
    Td Private Client Wealth Llc
    Greenville, SC
    Asheville, NC
  • 2008-03-20 → 2008-09-18
    Oak Value Capital Management, Inc
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-13
S65 Uniform Investment Adviser Law Examination 1995-02-09
  • S66 Uniform Combined State Law Examination
    2014-05-13
  • S65 Uniform Investment Adviser Law Examination
    1995-02-09
Other Names
  • Mary Christine Robey
  • Mary Christine Robey-Macdonald

View on SEC IAPD

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