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Current Employers
Mcdonald Partners Llc

1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-09-12
CA RA APPROVED 2024-09-09
OH RA APPROVED 2022-07-11
  • MO RA
    APPROVED
    Since 2024-09-12
  • CA RA
    APPROVED
    Since 2024-09-09
  • OH RA
    APPROVED
    Since 2022-07-11

Branch Locations

One Seagate Suite 1825, Toledo, OH 43604 • United States

Bowling Green, OH • 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
Mcdonald Partners Llc Toledo OH 03/2022 Present
The Old Fort Banking Company Bowling Green OH 07/2018 03/2022
The Ohio State University Columbus OH 01/2015 07/2018
The Ohio State University Columbus OH 08/2014 05/2018
  • 03/2022 → Present
    Toledo, OH
  • 07/2018 → 03/2022
    The Old Fort Banking Company
    Bowling Green, OH
  • 01/2015 → 07/2018
    The Ohio State University
    Columbus, OH
  • 08/2014 → 05/2018
    The Ohio State University
    Columbus, OH
Other Businesses

Mr. Wood is a licensed insurance agent who sells variable annuity, life, accident, and health insurance with various insurance companies and receives standard commissions. He spends approximately 1 - 2 hours per month on these activities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-08
  • S66 Uniform Combined State Law Examination
    2022-07-08

View on SEC IAPD

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