Full text of MCDONALD PARTNERS LLC's X-17A-5 filed 2021-03-26 (period 2020-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ | AND ENDING 12/31/2020<br>REPORT FOR THE PERIOD BEGINNING 01/01/2020 | | | | | | |---------------------------------------------------------------------------------------------------|--|---------------------------------------------------------------------|---------------|--------------------------------|--| | | | MM/DD/YY | | MM/DD/YY | | | | | A. REGISTRANT IDENTIFICATION | | | | | NAME OF BROKER-DEALER: McDonald Partners, LLC | | | | OFFICIAL USE ONLY | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use P.O. Box No.)<br>1301 E 9th Street #3700 | | | FIRM I.D. NO. | | | | | | (No. and Street) | | | | | | | | | 44122 | | | (City) | | (State) | | (Zip Code) | | | NAME AND TELEPHONE NUMBER OF PERSON TO CONTACT IN REGARD TO THIS REPORT<br>Arnold Beatty McDonald | | | | | | | | | | | (Area Code - Telephone Number) | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose opinion is contained in this Report*<br>Maloney Novotny | | | | | | | | | (Name - if individual, state last, first, middle name) | | | | | 1111 Superior Avenue #700 Cleveland | | | OH | 44114 | | | (Address) | | (City) | (State) | (Zip Code) | | | CHECK ONE: | | | | | | | Certified Public Accountant | | | | | | | Public Accountant | | | | | | | | | Accountant not resident in United States or any of its possessions. | | | | | | | FOR OFFICIAL SE ONLY | | | | | | | | | | | | | | | | | | | | | | | | | {1}------------------------------------------------ | Arnold Beatty McDonald | such the beginner and commended on affirm) that, to the best of | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------| | my knowledge and belief the accompanying financial statement and supporting schedules pertaining to the firm of<br>McDonald Partners, LLC | and and and and and and and and and and and and and the commend of the comments of a S | | 265<br>of March | are true and correct. If further swear (or affirm) that | | neither the company nor any partner, principal officer or director has any proprietary interest in any account | | | classified solely as that of a customer, except a…Read the full text as markdown