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1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-09-12 |
| CA | RA | APPROVED | 2024-09-09 |
| NY | RA | APPROVED | 2024-07-02 |
| NC | RA | APPROVED | 2024-07-02 |
| FL | RA | APPROVED | 2023-02-13 |
| TX | RA | APPROVED | 2011-10-12 |
| OH | RA | APPROVED | 2011-09-02 |
Branch Locations
1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • USA
1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • United States
Fort Myers, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcdonald Partners Llc | Toledo | OH | 08/2011 | Present |
Farwell Lake Riparian Association (non-profit; non-compensated) - Vice President; Mr. Stone is a licensed insurance agent who sells life and health insurance with various insurance companies and receives standard commissions. He spends 2 hours per month on these activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-02-09 |
| S65 | Uniform Investment Adviser Law Examination | 2011-10-07 |
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