Paul D. Mcdonald
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Paul Douglas Mcdonald was a registered financial professional .
Paul is a previously registered financial professional and started their career in finance in 1992. Paul had worked at 12 firms and has passed the Series 66, Series 7, Series 6, Series 51, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 2, 2013 - December 31, 2013
IMST DISTRIBUTORS, LLC
October 12, 2012 - December 31, 2013
PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC
February 16, 2012 - December 31, 2013
FUNDS DISTRIBUTOR, LLC
February 16, 2012 - December 31, 2013
FORESIDE FUND SERVICES, LLC
February 16, 2012 - December 31, 2013
FORESIDE DISTRIBUTION SERVICES, L.P.
December 15, 2006 - January 13, 2012
LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION
December 14, 2006 - December 31, 2007
OSAIC FS, INC.
December 14, 2006 - January 13, 2012
OSAIC FS, INC.
June 30, 2003 - February 28, 2011
LINCOLN FINANCIAL DISTRIBUTORS, INC.
June 13, 2001 - April 12, 2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
June 13, 2001 - January 13, 2012
LINCOLN FINANCIAL DISTRIBUTORS, INC.
June 13, 2001 - January 13, 2012
OSAIC FA, INC.
September 23, 1998 - December 31, 1999
MML DISTRIBUTORS, LLC
June 30, 1998 - February 13, 2001
MML INVESTORS SERVICES, LLC
October 19, 1992 - April 16, 1997
MML INVESTORS SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
IMST DISTRIBUTORS, LLC
CRD#: 130745 / SEC#: , 8-66389
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORESIDE DISTRIBUTORS, LLC | SOLE MEMBER | |
| COWAN, TERESA MARIA KAZMIERSKI | PRESIDENT/MANAGER/DIRECTOR | 1544189 |
| EDELMAN, GABRIEL | SECRETARY | 6654419 |
| LA FOND, SUSAN LORENE | CHIEF COMPLIANCE OFFICER / VP / TREASURER | 4512785 |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
Red Flags
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