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Debra Sue Mcdonald

Commonwealth Financial Network

Waltham, MA

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-05-12
  • MA RA
    APPROVED
    Since 2022-05-12

Branch Locations

275 Wyman Street, Ste. 400, Waltham, MA 02451 • 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
Wingate Financial Group, Inc Lexington MA 04/2005 05/2018
Tfc Financial Boston MA 05/2018 01/2022
Commonwealth Financial Network Waltham MA 01/2022 Present
  • 04/2005 → 05/2018
    Wingate Financial Group, Inc
    Lexington, MA
  • 05/2018 → 01/2022
    Tfc Financial
    Boston, MA
  • 01/2022 → Present
    Commonwealth Financial Network
    Waltham, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-01-11
S63 Uniform Securities Agent State Law Examination 1993-09-22
  • S65 Uniform Investment Adviser Law Examination
    2006-01-11
  • S63 Uniform Securities Agent State Law Examination
    1993-09-22
Designations
Other Names
  • Debra Sue Colvin

View on SEC IAPD

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MONTIS FINANCIAL, LLC · WALTHAM, MA
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