# WILLIAM PATRICK MCDONALD

WILLIAM PATRICK MCDONALD is an investment adviser representative (IAR) with state registration records since 2003, appearing at 3 firms. Currently registered with RETIREMENT PLANNING SOLUTIONS, LLC.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [RETIREMENT PLANNING SOLUTIONS, LLC](https://search.stillhousedata.com/firm/132118) | 2004-07-28 | present | Yes |
| [AVANTAX ADVISORY SERVICES](https://search.stillhousedata.com/firm/104556) | 2003-04-23 | 2004-08-27 | — |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2003-01-29 | 2003-03-25 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4404937)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4404937.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.