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.

Current firm

MCDONALD PARTNERS LLC

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

Mar 11, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

17derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

First registration

Mar 11, 2009

Dual registered

yes, broker-dealer

Other names

LAURA ANN ZELEZNAK|LAURA ANN HOLTON|LAURA MINEO|Lori Mineo

IAPD individual key

2011952

• Occurred

  Aug 16, 2022
  Advisor departed, no destination yet

  Laura Ann Mineo no longer registered at Janney Montgomery Scott Llc; no later IA registration on IAPD

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:97e5fd7c-e273-c6aa-1fd1-0eb67a023a58

First observed

Mar 11, 2009

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.