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

DAVID SCOTT MCDONALD

Advisor at LPL FINANCIAL LLC

SAN DIEGO, CA | WILLOWS, CA | Willow, CA

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Search this name across graphsid dfx:ria:da621406-696d-b77a-3f02-d3b750894b2b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 2, 2005 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: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2005earliest 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: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Sep 1, 2005
First registration: Sep 2, 2005
Dual registered: yes, broker-dealer
Other names: DAVID S. MCDONALD
IAPD individual key: 5002629

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
LPL FINANCIAL LLC	Bd affiliated wealth	May 20, 2025	n/a	yes	Willow, CA\|SAN DIEGO, CA\|WILLOWS, CA	Current employment
EAGLE STRATEGIES LLC	Bd affiliated wealth	May 13, 2016	May 30, 2025	no	STOCKTON, CA\|WILLOWS, CA\|WILLOWS, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 3, 2011	Apr 13, 2016	no	CHICO, CA\|SANTA ROSA, CA\|WOODLAND, CA\|SACRAMENTO, CA\|CHICO, CA\|ROSEVILLE, CA\|PARADISE, CA\|CHICO, CA\|OROVILLE, CA\|CHICO, CA\|CORTE MADERA, CA\|CHICO, CA\|PARADISE, CA\|OROVILLE, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Sep 2, 2005	Jan 3, 2011	no	CHICO, CA\|WOODLAND, CA\|CHICO, CA\|REDDING, CA\|CHICO, CA	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
EAGLE STRATEGIES LLC	LPL FINANCIAL LLC	May 30, 2025	May 20, 2025	-10	Firm change	Ibd to ibd
WELLS FARGO ADVISORS	EAGLE STRATEGIES LLC	Apr 13, 2016	May 13, 2016	30	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	WELLS FARGO ADVISORS	Jan 3, 2011	Jan 3, 2011	0	Bulk transfer	Other

Relationships

Registered with (4)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
May 20, 2025 to presentfactForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
May 13, 2016 to May 30, 2025factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 3, 2011 to Apr 13, 2016factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Sep 2, 2005 to Jan 3, 2011factForm ADV

Dated events

Occurred
May 30, 2025
Advisor changed firm
David Scott Mcdonald left Eagle Strategies Llc for Lpl Financial Llc (registered 2025-05-20)
Form ADVobserved 5 days ago