Brian Thomas Mcdonald

Current Employers

Employment History

• 07/1993 → 12/2017
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 12/2017 → 03/2025
  Morgan Stanley
  Denver, CO
• 02/2021 → 03/2025
  E*Trade Securities Llc
  Denver, CO
• 11/2022 → 01/2025
  Afs Securities, Llc
  Denver, CO
• 03/2025 → Present
  Grantd Equity, Inc.
  Denver, CO
• 01/2026 → 02/2026
  Merriwether Investments, Inc.
  Denver, CO
• 03/2025 → 03/2026
  Forge Global, Inc.
  Denver, CO
• 03/2026 → Present
  Grantd Wealth, Inc.
  Denver, CO

Other Businesses

1)UNIVERSITY OF COLORADO BOULDER - LEEDS SCHOOL OF BUSINESS, NON INVESTMENT RELATED, 995 REGENT DRIVE, BOULDER, CO, EDUCATION, BOARD OF ADVISORS, 02/22/2016, LESS THAN 20 HOURS PER MONTH, 0 DURING SECURITIES TRADING HOURS, BOARD OF ADVISORS FOR THE BUSINESS SCHOOL. 2)KELLY SCHOOL OF BUSINESS| NOT INVESTMENT RELATED| BLOOMINGTON, IN| EDUCATION| DEAN'S COUNCIL| START 01.01.2017| LESS THAN 20 HOURS/MONTH - 0 DURING TRADING HOURS| BOARD OF ADVISORS FOR THE SCHOOL 3) METRO DENVER BOYS & GIRLS CLUB| NOT INVESTMENT RELATED| DENVER, CO| CHARITY/PRIVATE FOUNDATION| START 01.01.2014| LESS THAN 20 HOURS/MONTH - O DURING TRADING HOURS| BOARD OF DIRECTORS 4) *553712 - Rental Properties ; Investment related - Yes ; Lone Tree, Colorado ; Rental Property ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 6/2023 ; During business hours : 0 ; After business hours : 2 ; Property Management 5)*568166 - TIFIN / TIFIN @ Work Inc. ; Investment related - No ; Boulder, Colorado ; Technology ; Advisory Board(proprietor, partner, officer, director, employee, trustee, agent) ; 10/2023 ; During business hours : 2 ; After business hours : 2 ; Industry Advisory on products and services

Exams

• S66 Uniform Combined State Law Examination
  2026-07-01
• S63 Uniform Securities Agent State Law Examination
  1992-10-23