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Joseph Patrick Stanzi

Mcdonald Partners LLC

Cleveland, OH

Cleveland, OH

Kirtland, OH

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Current Employers
Mcdonald Partners Llc

1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-07-06
AK RA APPROVED 2026-03-04
TX RA APPROVED_RES 2020-01-15
OH RA APPROVED 2009-07-17
  • SC RA
    APPROVED
    Since 2026-07-06
  • AK RA
    APPROVED
    Since 2026-03-04
  • TX RA
    APPROVED_RES
    Since 2020-01-15
  • OH RA
    APPROVED
    Since 2009-07-17

Branch Locations

1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • USA

1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • United States

Kirtland, OH • 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
Thomas Mcdonald Partners, Llc Cleveland OH 07/2009 Present
  • 07/2009 → Present
    Thomas Mcdonald Partners, Llc
    Cleveland, OH
Previous Registrations
  • 2007-02-09 → 2009-08-06
    Ubs Financial Services Inc.
    Mentor, OH
    Pepper Pike, OH
    Weehawken, NJ
  • 2005-09-12 → 2007-02-09
    Keybanc Capital Markets Inc.
    Mentor, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-11-19
S63 Uniform Securities Agent State Law Examination 1986-10-03
  • S65 Uniform Investment Adviser Law Examination
    1993-11-19
  • S63 Uniform Securities Agent State Law Examination
    1986-10-03

View on SEC IAPD

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