Individual Firm
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Kimberly D McDonald
KIM MCDONALD
CRD#: 4051048
IA
B
MORGAN STANLEYCRD#: 149777 340 Jesse Jewell Parkway
Suite 550
Gainesville, GA 30501
Suite 550
Gainesville, GA 30501
0
Disclosures
24
Years of Experience
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State Registrations
B
Alabama 10/14/2021
B
Mississippi 10/14/2021
B
Alaska 10/14/2021
B
Missouri 10/14/2021
B
Arizona 10/14/2021
B
Montana 5/15/2023
B
Arkansas 10/14/2021
B
Nebraska 10/14/2021
B
California 10/14/2021
B
Nevada 10/14/2021
B
Colorado 10/14/2021
B
New Hampshire 2/15/2022
B
Connecticut 10/14/2021
B
New Jersey 10/14/2021
B
Delaware 10/14/2021
B
New York 10/14/2021
B
Florida 10/14/2021
B
North Carolina 10/14/2021
B
Georgia 10/14/2021
B
Ohio 10/14/2021
IA
Georgia 10/15/2021
B
Oklahoma 10/14/2021
B
Illinois 10/14/2021
B
Pennsylvania 10/14/2021
B
Indiana 10/14/2021
B
South Carolina 10/14/2021
B
Iowa 10/14/2021
B
Tennessee 10/14/2021
B
Kansas 10/14/2021
B
Texas 10/14/2021
B
Kentucky 10/14/2021
IA
Texas 10/20/2021
B
Maine 10/14/2021
B
Virginia 10/14/2021
B
Maryland 10/14/2021
B
Washington 2/15/2022
B
Massachusetts 10/14/2021
B
West Virginia 10/14/2021
B
Michigan 10/14/2021
B
Wisconsin 10/14/2021
B
Minnesota 10/14/2021
SRO Registrations
B
B
B
B
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IA
Registered with this firm since 10/15/2021
B
Registered with this firm since 10/14/2021
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 04/14/2004 - 10/04/2021 | GAINESVILLE, GA | |
B | 01/01/2001 - 10/04/2021 | GAINESVILLE, GA |
GAINESVILLE, GA
04/14/2004 - 10/04/2021
GAINESVILLE, GA
01/01/2001 - 10/04/2021
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.