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Attn: Compliance Dept. 225 S. Lake Ave Penthouse, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-03 |
| OH | RA | APPROVED | 2025-09-03 |
| TX | RA | APPROVED_RES | 2025-09-03 |
Branch Locations
225 S. Lake Ave Penthouse, Pasadena, CA 91101 • United States
1255 Euclid Ave, Suite 500, Cleveland, OH 44115 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Mcdonald Partners Llc | Cleveland | OH | 12/2012 | 09/2025 |
| Wedbush Securities | Cleveland | OH | 09/2025 | Present |
1) Goodman Wealth Advisors; Investment Related; Cleveland, OH; DBA for Wedbush Securities; IFON Financial Advisor; Start: 9/2025; Approx: 40 hours weekly, during business hours; Duties: DBA for Wedbush Securities business, offer securities and advisory services. -- 2) OrangeTree Properties LLC; Investment Related; Cleveland, OH; President/Manager; Start: 10/2003; Approx: 0-1 hours per month during business hours and the rest is after hours or weekends; Duties: Investment in equities and real estate, manage the entity. -- 3) SMG Real Estate Investment LTD; Investment Related; Cleveland, OH; Managing Director; Start: 6/2002; Approx: 0 during business hours, any work is after hours or weekends; Duties: Managing Director, real estate management team is involved in day to day. -- 4) Sterling Realty Advisors; Investment Related; Cleveland, OH; Commercial Real Estate Company; President; Start: 1/2016; Approx: 2 hours monthly during business hours, rest after business hours or weekends; Duties: President. Overseeing calls with management team. -- 5) Sterling Linder Holdings; Investment Related; Cleveland, OH; Manager; Start: 1/2016; Approx: 1 hour monthly during business hours, rest weekend and after business hours; Duties: Real Estate management. -- 6) Stega Consultants; Not Investment Related; Cleveland, OH; Technology Consulting; Start: 1/2016; Approx: no time devoted; Duties: Technology consulting. -- 7) Playhouse Square; Not Investment Related; Cleveland, OH; Board Member; Start: 1/2015; Approx: 0 hours devoted during business hours; Duties: quarterly meetings before business hours. Playhouse square is the theater district in downtown Cleveland, Ohio where plays are held. -- 8) Greater Cleveland Film Commission; Not Investment Related; Cleveland, OH; Board Member Volunteer; Start: 1/2014; Approx: 0 hours devoted during business hours, all pre or after business hours and weekend; Duties: Volunteer Board Member. -- 9) Sterling Data Center LLC; Investment Related; Cleveland, OH; Data Center; Senior Managing Director; Start: 1/2004; Approx: 2 hours monthly, during business hours; Duties: Senior Managing director. Meet with management team for overview. -- 10) Goodman Wealth Advisors Finance Consultants; Investment Related; Cleveland, OH; President; Start: 1/2026; Approx: 0-2 hours monthly, during business hours; assist with commercial RE finance inquiry. -- 11) Goodman Wealth Advisors Direct Insurance; Investment Related; Cleveland, OH; DBA for Direct Insurance; President; Start: 1/2026; Approx: 2 hours months, 0-2 hours monthly, during business hours; Duties: President for Direct Insurance entity. -- 12) SMG Real Estate Holdings; Investment Related; Cleveland, OH; Holding Company; Managing Director; Start: 9/2005; Approx: no time is devoted; Duties: Real Estate holding management companies LLC. -- 13) Sterling Data Management LLC; Not Investment Related; Cleveland, OH; Holding Company; Managing Director; Start: 3/2004; Approx: no time is devoted; Duties: Managing Director; holding company. -- 14) Multiple Real Estate management companies (2850 Presidential Drive LLC / Cleveland-Dayton Partners LLC / Village/Chagrin Partners LLC / Wright Executive Center Partners LLC ) Investment Related; Cleveland, OH; President/Manager; Start: 1/2016; Approx: 0-1 hours per month during business hours and the rest is after hours or weekends; Duties: Real Estate management. --- 15) Multiple Real Estate management companies (MSG Golden Bamboo LLC / MRA-Fairlawn LLC) Investment Related; Cleveland, OH; President/Manager; Start: 8/2009 & 2/2023, respectively; Approx: 0-1 hours per month during business hours and the rest is after hours or weekends; Duties: Real Estate management.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-08-07 |
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