# JAMES DEAN MCDONALD

JAMES DEAN MCDONALD is an investment adviser representative (IAR) with state registration records since 2003, appearing at 7 firms. Currently registered with CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC](https://search.stillhousedata.com/firm/126777) | 2021-11-09 | present | Yes |
| [ONEDIGITAL INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/106766) | 2014-12-22 | 2014-12-31 | — |
| [ONEDIGITAL INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/106766) | 2014-12-22 | 2022-01-06 | — |
| [FINANCIAL ADVOCATES ADVISORY SERVICES](https://search.stillhousedata.com/firm/147786) | 2014-01-28 | 2014-12-31 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2010-11-30 | 2017-03-02 | — |
| [NRP ADVISORS, INC.](https://search.stillhousedata.com/firm/141430) | 2008-03-04 | 2010-11-30 | — |
| [NRP FINANCIAL, INC.](https://search.stillhousedata.com/firm/103717) | 2007-03-14 | 2008-10-15 | — |
| [WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC](https://search.stillhousedata.com/firm/11025) | 2003-07-21 | 2003-07-21 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1683371)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1683371.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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