Thomas Ketchin Mcdonald

Current Employers

Employment History

• 07/2015 → 11/2017
  Girard Securities
  Anderson, SC
• 07/2015 → Present
  United Capital Financial Advisers, Llc
  Newport Beach, CA
• 11/2017 → 08/2020
  Cetera Advisor Networks Llc
  El Segundo, CA
• 02/2024 → Present
  Lion Street Financial
  Anderson, SC
• 11/2025 → Present
  Integrity Alliance, Llc.
  Anderson, SC

Previous Registrations

• 2006-06-02 → 2015-07-22
  Ic Advisory Services, Inc.
  Bedminster, NJ
  Anderson, SC
  Bedminster, NJ
• 2004-02-03 → 2006-06-02
  The Investment Center, Inc.
  Anderson, SC
  Seneca, SC
  Greenville, SC

Other Businesses

1.Owner of 2202 North Main Street, a commercial office building. Organization is not primarily engaged in investment-related activity. Organization operates out of Anderson, SC. Start date was July 1, 1998. Less than two hours per week. Duties include managing the high-level affairs of the organization. 2.UNITED CAPITAL FINANCIAL ADVISORS LLC POSITION: Employee NATURE: Investment Management and financial planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 07/15/2015 ADDRESS: 2202 North Main Street, Anderson SC 29621, United States DESCRIPTION: Financial Advisor and head of office 3.UNITED CAPITAL RISK MANAGEMENT LLC POSITION: insurance agent NATURE: Insurance agency for processing fixed insurance and annuity business. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/15/2015 ADDRESS: 2202 North Main Street, Anderson SC 29621, United States DESCRIPTION: Insurance agent and submitting business

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-10
• S63 Uniform Securities Agent State Law Examination
  1983-10-28

Other Names

• Tom Mcdonald
• Thomas Ketchin Mcdonald