Executive Vice President CFO & BD Co-Cco · Richards Merrill Wealth Management
Thomas Lee McDonald
CRD 1195608 · Named on Form ADV at one SEC-registered adviser
At a glance
Richards Merrill Wealth Management, an SEC-registered broker-dealer firm based in Spokane, WA with $644 million in regulatory assets, lists Thomas Lee McDonald on its Form ADV as Executive Vice President CFO & BD Co-Cco, a control person.
Firms and roles
- Richards Merrill Wealth ManagementExecutive Vice President CFO & BD Co-CcoBroker-dealer firm · Spokane, WA · $644M in regulatory assets
AtlasMembers
Thomas’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Steven Richard LarsonChairman Emeritus, Richards Merrill Wealth Management
- John Scott LarsonCEO Chairman of the Board, Richards Merrill Wealth Management
- Monique Celeste CoriglianoRegistered Representative, Richards Merrill Wealth Management
- Mark J CalkinsPresident Co-Cco, Richards Merrill Wealth Management
- Charles David CowgillRIA Co-Cco, Richards Merrill Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.