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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

John Francis McDonald

Advisor at LRI INVESTMENTS

PALM BEACH GARDENS, FL | Newtown, PA

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Search this name across graphsid dfx:ria:31c91dd5-fb5d-e451-55ed-df68f063f588

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 3, 2004 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LRI INVESTMENTS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 2, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 2, 2004
First registration: Dec 3, 2004
Dual registered: yes, broker-dealer
Other names: JACK MCDONALD|JOHN FRANCIS MCDONALD|JOHN F MCDONALD|John McDonald
IAPD individual key: 4346015

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LRI INVESTMENTS	Independent wealth	Nov 5, 2024	n/a	yes	Newtown, PA\|PALM BEACH GARDENS, FL	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 20, 2018	Feb 6, 2019	no	YARDLEY, PA	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Aug 23, 2010	Jan 2, 2018	no	KING OF PRUSSIA, PA\|DES MOINES, IA\|Wayne, PA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Sep 5, 2008	Dec 2, 2008	no	NEW YORK, NY	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 3, 2004	Jul 15, 2008	no	PRINCETON, NJ\|NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	LRI INVESTMENTS	Feb 6, 2019	Nov 5, 2024	2,099	Firm change after gap	Wirehouse to RIA
PRINCIPAL SECURITIES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jan 2, 2018	Apr 20, 2018	108	Firm change	Other
EQUITABLE ADVISORS, LLC	PRINCIPAL SECURITIES, INC.	Dec 2, 2008	Aug 23, 2010	629	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	EQUITABLE ADVISORS, LLC	Jul 15, 2008	Sep 5, 2008	52	Firm change	Wirehouse to ibd

Relationships

Registered with (4)

→ LRI INVESTMENTSRegistered adviserregistration: current employment
Nov 5, 2024 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 20, 2018 to Feb 6, 2019factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Aug 23, 2010 to Jan 2, 2018factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 5, 2008 to Dec 2, 2008factForm ADV

Dated events

No dated event names this entity yet.