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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-02-15 |
| TX | RA | APPROVED_RES | 2024-02-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 10/2014 | 02/2024 |
| Cetera Financial Specialists | Schaumburg | IL | 02/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2024 | Present |
| Mcdonald Wealth Management | Cave Spring | GA | 09/2008 | Present |
| Mcdonald Management And Consulting Services "Mmcs"; | Cave Spring | GA | 01/2016 | Present |
1) MCDONALD WEALTH MANAGEMENT; CAVE SPRING, GA; INVESTMENT RELATED; DBA FOR INVESTMENTS; PRESIDENT/OWNER; SINCE 09/2008; 160HRS/MO 2) MCDONALD MANAGEMENT AND CONSULTING SERVICES "MMCS"; CAVE SPRING, GA; NON-INVESTMENT RELATED; FINANCIAL AND TAX CONSULTING; PRESIDENT/OWNER; SINCE 01/2016; 8 HRS/MO 3) ST. ANDREW'S ANGLICAN CHURCH; ROME, GA; NON-INVESTMENT RELATED; JUNIOR WARDEN; OVERSEE BUDGET FOR BUILDING/GROUNDS MAINTENANCE; 4 HRS/MO, SINCE 12/2020
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-20 |
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