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Inactive

Andrew D Mcdonald

Matter Family Office

St Louis, MO

Hamden, CT

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Current Employers
Matter Family Office

8001 Forsyth Blvd Suite 950, St Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-07-10
CT RA APPROVED 2026-07-10
  • CO RA
    APPROVED
    Since 2026-07-10
  • CT RA
    APPROVED
    Since 2026-07-10

Branch Locations

8001 Forsyth Blvd Suite 950, St Louis, MO 63105 • United States

37 Jaenicke Lane, Hamden, CT 06517 • 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
Nylife Securities Llc Shreveport LA 08/2014 05/2020
Tfg Financial, Llc Shreveport LA 04/2015 05/2020
Cibc Wealth Management New York NY 06/2020 08/2022
Iwp Wealth Management Llc Denver CO 09/2022 05/2026
Matter Llc Denver CO 01/2026 Present
  • 08/2014 → 05/2020
    Nylife Securities Llc
    Shreveport, LA
  • 04/2015 → 05/2020
    Tfg Financial, Llc
    Shreveport, LA
  • 06/2020 → 08/2022
    Cibc Wealth Management
    New York, NY
  • 09/2022 → 05/2026
    Iwp Wealth Management Llc
    Denver, CO
  • 01/2026 → Present
    Matter Llc
    Denver, CO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-31
S63 Uniform Securities Agent State Law Examination 2015-09-25
  • S65 Uniform Investment Adviser Law Examination
    2024-10-31
  • S63 Uniform Securities Agent State Law Examination
    2015-09-25
Other Names
  • Andrew Del Mcdonald

View on SEC IAPD

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