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755 Primera Blvd Suite 1001, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-05-04 |
Branch Locations
6000 Turkey Lake Road Suite 212, Orlando, FL 32819 • United States
755 Primera Blvd Suite 1001, Lake Mary, FL 32746 • United States
6000 Turkey Lake Road Suite 212, Orlando, FL 32819 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2008-11-14 |
Branch Locations
6000 Turkey Lake Road Suite 212, Orlando, FL 32819 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Real Estate | Orlando | FL | 09/2005 | Present |
| Mcdonough Capital Management, Inc. | Orlando | FL | 04/1999 | Present |
| Triad Advisors Inc | Orlando | FL | 11/2011 | 12/2021 |
| Jackson Wealth Management, Llc | Orlando | FL | 04/2016 | Present |
| Mcdonough Wealth Management Llc | Guaynabo | PR | 12/2019 | Present |
| Altior Capital Management Lp | Windermere | FL | 07/2021 | 09/2022 |
1) MCDONOUGH CAPITAL MANAGEMENT(RIA); INVESTMENT-RELATED; ORLANDO, FL; REGISTERED INVESTMENT ADVISOR; PRESIDENT/CCO; 80 HRS/MO; 4 HRS DURING TRADING; INVESTMENT ADVICE, TRADING, MONITORING. 2) RENT 1 HOUSE ; NON INVESTMENT-RELATED; ORLANDO, FL; RENTAL PROPERTY; LANDLORD; 1990; 0.5 HR/MO; 0 HRS DURING TRADING; SIGN LEASES,COLLECT RENT. 3) Jackson Wealth Management; investment-related; Heathrow, FL; wealth management; portfolio management, strategic alliance; 4/1/2016; 0 hrs/mo; 0 hrs during trading; no specific duties at this time. 4) McDonough Capital Management, Inc; investment-related; Orlando,FL; taxes preparation; investment advisor; 1/1/2017; 5 hrs/mo; 0.3 hrs during trading; assist in preparation of client tax returns per engagement, data collection, coordination tax prep. 5) McDonough Capital Management, Inc; investment-related; Orlando, FL; life insurance; insurance agent; 1/1/2000; 3 hrs/mo; 0.5 hrs during trading; offer various forms of life insurance, present life insurance options to clients requesting our assistance in this area, term, fixed and variable insurance 6) McDonough Wealth Management,LLC; investment-related; Guaynabo, PR; registered investment advisor; President; 12/2019; 80 hrs/mo; 4 hrs during trading; acting as sub advisor to McDonough Capital Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-27 |
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