Stewart Alan Macdonald

Current Employers

Employment History

• 01/1987 → Present
  Macdonald Financial Services
  St Petersburg, FL
• 03/2010 → Present
  Lpl Financial Llc
  St Petersburg, FL
• 04/2010 → 05/2019
  Independent Financial Partners
  St Petersburg, FL
• 05/2019 → Present
  Global Retirement Partners Llc
  St. Petersburg, FL

Previous Registrations

• 2010-07-19 → 2019-04-25
  Independent Financial Partners
  St. Petersburg, FL
• 2009-03-20 → 2009-12-21
  J. W. Cole Advisors, Inc.
  Tampa, FL
• 2008-03-06 → 2008-12-31
  Money Concepts Capital Corp
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Saint Petersburg, FL
• 2007-06-19 → 2008-02-05
  Transamerica Financial Advisors, Llc
  St. Petersburg, FL
  St Petersburg, FL
  Carmel, IN

Other Businesses

(1) 04/04/2011 - MACDONALD FINANCIAL - NON-VARIABLE INSURANCE DBA - MACDONALD FINANCIAL - I HAVE BEEN ACTIVE IN EMPLOYEE BENEFIT MARKET BUT WILL BE PHASING THIS OUT (DUE TO HEALTH CARE REFORM). MY GOAL IS TO RE-BRAND WITH HELP OF LIVE OFFICE ADVISOR SQUARE LPL WEBSITE CAPITALIZING ON 25 YEARS OF GOOD WILL. SHIFT FROM HEALTH TO WEALTH. - 85% OF TIME SPENT - ST PETERSBURG, FL (2) 04/04/2011 - MACDONALD INSURANCE GROUP - MACDONALD INSURANCE GROUP SALES OF EMPLOYEE BENEFIT PLANS GROUP LIFE DENTAL HEALTH SHORT AND LONG TERM DISABILITY AND PAYROLL. - 15% OF TIME SPENT - ST PETERSBURG, FL. (3) 6/2/2014: NON-VARIABLE INSURANCE - STEWART MACDONALD - SELL LIFE INSURANCE AGENT, ROLE WILL BE TO MARKET LIFE INSURANCE. - 10 HOURS PER MONTH - ST PETERSBURG, FL. (4) 10/18/2015: stewart and laurie macdonald LLC - Investment Related - 275 96th ave n #4 st., petersburg fl 33702 - Business Entity For Tax/Investment Purposes Only - Started 04/15/2014 - 1 Hour Per Month. (5) 11/14/2017 - Macdonald Consultants - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Dated 10/31/2017 - 10 Hours Per Month/1 Hour During Securities Trading - Offer employee benefit plans, life, dental disability, medicare, group health and ancillary lines. (6) 1/26/2018 - Macdonald Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 1/11/2018 - 160 Hours Per Month/10 Hours During Securities Trading. (7) 1/26/2018 - Macdonald Planning - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 1/11/2018 - 160 Hours Per Month/10 Hours During Securities Trading - Fixed life and disability, medicare plans, employee benefit plans incl group life dental disability and health. (8) 5/27/2019 - Global Retirement Partners LLC - DBA: (Hybrid) Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 05/01/2019 - 160 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners LLC, an independent investment advisor firm. I started this business activity in 5/01/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 9) 03/06/2025 - macdonald financial - Insurance Agency - Investment Related - At Reported Business Location(s) - Start Date:12/01/2009 - 10 Hrs/Mth - 3 Hrs During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-07-01

Designations