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WM

William Mcdonald

TENOAKS ENERGY ADVISORS
Addison, TX 75001
Some features on this profile are disabled
CRD#: 6356520
WM

Professional summary

William Mcdonald is a registered financial professional currently at TENOAKS ENERGY ADVISORS, LLC located in Addison, Texas.

William is registered as a RR (Registered Representative) and started their career in finance in 2015. William has worked at 2 firms and has passed the Series 66, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view William Mcdonald's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 31, 2021 - Present

TENOAKS ENERGY ADVISORS, LLC

Office #1: Addison Circle One 15601 Dallas Pkwy., Ste. 225, Addison, TX 75001
BD
CRD#: 173696
Addison, TX
Past

September 2, 2015 - May 15, 2018

INDEPENDENT FINANCIAL GROUP, LLC

RIA
CRD#: 7717
RICHARDSON, TX
Past

August 10, 2015 - May 15, 2018

INDEPENDENT FINANCIAL GROUP, LLC

BD
CRD#: 7717
RICHARDSON, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(3/31/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/2/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 3/31/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/15/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/10/2015
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

TE
TENOAKS ENERGY ADVISORS, LLC
MERAMEC ENERGY ADVISORS, LLC | TENOAKS ENERGY ADVISORS, LLC

CRD#: 173696 / SEC#: , 8-69548

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
Addison Circle One 15601 Dallas Pkwy., Ste. 225, Addison, TX 75001
Mailing Address
Addison Circle One 15601 Dallas Pkwy., Ste. 225, Addison, TX 75001
Phone number
(214) 620-4421
Established
Texas since 09/15/2014
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
TENOAKS ENERGY PARTNERS, LLCMEMBER
BRANDENBERGER, ROBERT H JR.MANAGER5195624
GOODIN, DIANE MARIECFO, FINOP3117840
SHERRER, LINDSAYCCO, MANAGER6175914
WEBB, JASON B.MANAGER6176863

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TENOAKS ENERGY ADVISORS, LLC

CRD#: 173696Addison, TX 75001

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