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RIA / WealthAdvisorCertified Financial Planner32 years in industry

Debra Sue McDonald

Advisor at COMMONWEALTH FINANCIAL NETWORK

WALTHAM, MA

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Search this name across graphsid dfx:ria:f291ad55-67b6-2046-e226-1874328a6d34

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 13, 2006 to Sep 14, 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: COMMONWEALTH FINANCIAL NETWORK
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 22, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Sep 22, 1993
First registration: Jan 13, 2006
Dual registered: no
Other names: DEBRA SUE COLVIN
IAPD individual key: 2397857

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
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	May 12, 2022	n/a	yes	WALTHAM, MA	Current employment
TFC FINANCIAL MANAGEMENT INC	Independent wealth	Jun 18, 2018	Jan 18, 2022	no	BOSTON, MA	Previous registration
WINGATE PLANNING CORP	Former SEC adviser	Jan 13, 2006	Mar 26, 2013	no	LEXINGTON, MA	Previous registration
WINGATE WEALTH ADVISORS, INC.	Independent wealth	Jan 13, 2006	May 23, 2018	no	LEXINGTON, MA	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
TFC FINANCIAL MANAGEMENT INC	COMMONWEALTH FINANCIAL NETWORK	Jan 18, 2022	May 12, 2022	114	Firm change	RIA to ibd
WINGATE WEALTH ADVISORS, INC.	TFC FINANCIAL MANAGEMENT INC	May 23, 2018	Jun 18, 2018	26	Firm change	RIA to RIA
WINGATE PLANNING CORP	WINGATE WEALTH ADVISORS, INC.	Mar 26, 2013	Jan 13, 2006	-2,629	Firm change after gap	Other

Relationships

Registered with (4)

→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: current employment
May 12, 2022 to presentfactForm ADV
→ TFC FINANCIAL MANAGEMENT INCRegistered adviserregistration: previous registration
Jun 18, 2018 to Jan 18, 2022factForm ADV
→ WINGATE WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Jan 13, 2006 to May 23, 2018factForm ADV
→ WINGATE PLANNING CORPRegistered adviserregistration: previous registration
Jan 13, 2006 to Mar 26, 2013factForm ADV

Dated events

Occurred
Jan 18, 2022
Advisor changed firm
Debra Sue Mcdonald left Tfc Financial Management Inc for Commonwealth Financial Network (registered 2022-05-12)
Form ADVobserved 5 days ago