Justin De Mcdonald

Current Employers

Lord And Richards

8744 Kendrick Castillo Way Suite 100, Highlands Ranch, CO 80129 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-02-20

TX RA
APPROVED

Since 2025-02-20

Branch Locations

6860 Dallas Pkwy Ste 125, Plano, TX 75024 • United States

8744 Kendrick Castillo Way Suite 100, Highlands Ranch, CO 80129 • 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

Organization	City	State	From	To
Kopis Capital Management, Llc	Irving	TX	02/2011	07/2023
Kopis Capital Management, Llc	Irving	TX	12/2013	06/2024
Lord And Richards Wealth Management, Llc	Plano	TX	01/2025	Present
Unemployed	Irving	TX	06/2024	01/2025

02/2011 → 07/2023

Kopis Capital Management, Llc

Irving, TX
12/2013 → 06/2024

Kopis Capital Management, Llc

Irving, TX
01/2025 → Present

Lord And Richards Wealth Management, Llc

Plano, TX
06/2024 → 01/2025

Unemployed

Irving, TX

Previous Registrations

2013-12-12 → 2023-06-13

Kopis Capital Management, Llc

Houston, TX
2009-06-01 → 2014-01-09

Morgan Stanley

Arlington, TX
2007-04-02 → 2009-06-01

Morgan Stanley & Co. Llc

Arlington, TX
2002-02-12 → 2007-04-02

Morgan Stanley Dw Inc.

Arlington, TX

Arlington, TX

Other Businesses

JUSTIN DE MCDONALD IS A LICENSED INSURANCE AGENT. Justin De McDonald owns a cattle company and a roofing company, managing livestock operations while overseeing roofing projects to ensure quality services.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-03-23

S66 Uniform Combined State Law Examination

2001-03-23

View on SEC IAPD