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RORY PATRICK MCDONALD
CRD#: 4845464
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Investment Adviser
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Previous Broker
MONTICELLO FINANCIAL ADVISORSCRD#: 322890 107 EAST ELEVENTH STREET
MOUNT PLEASANT, TX 75455
Registration History
200420062008201020122014201620182020202220242026IAMONTICELLO FINANCIAL ADVISORS (CRD# 322890)2023 - Present (1 year)BCAPITAL INVESTMENT GROUP, INC. (CRD# 14752)2014 - 2018 (3 years)BWFG INVESTMENTS, INC. (CRD# 22704)2011 - 2014 (3 years)BQA3 FINANCIAL CORP. (CRD# 14754)2008 - 2011 (2 years)BING FINANCIAL PARTNERS, INC. (CRD# 2882)2004 - 2006 (2 years)IAPROSPERITY WEALTH MANAGEMENT, INC. (CRD# 174328)2020 - 2023 (3 years)IAPROSPERITY WEALTH MANAGEMENT, INC. (CRD# 174328)2018 - 2019 (1 year)
License(s)

State Registrations

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Texas 3/24/2023

Current Registration(s)
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MONTICELLO FINANCIAL ADVISORS (CRD#:322890)
107 EAST ELEVENTH STREET, MOUNT PLEASANT, TX 75455
Registered with this firm since 3/24/2023

Previous Registration(s)
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01/03/2020 - 04/03/2023 PROSPERITY WEALTH MANAGEMENT, INC. (CRD#:174328) Mt Pleasant, TX
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07/31/2018 - 12/31/2019 PROSPERITY WEALTH MANAGEMENT, INC. (CRD#:174328) Mt. Pleasant, TX
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09/29/2014 - 06/20/2018 CAPITAL INVESTMENT GROUP, INC. (CRD#:14752) MT PLEASANT, TX
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02/14/2011 - 09/29/2014 WFG INVESTMENTS, INC. (CRD#:22704) MT. PLEASANT, TX
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11/04/2008 - 02/11/2011 QA3 FINANCIAL CORP. (CRD#:14754) HOWE, TX
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09/02/2004 - 11/29/2006 ING FINANCIAL PARTNERS, INC. (CRD#:2882) HOWE, TX
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Investment Adviser
Disclosures
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