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RIA / WealthAdvisordual registered (broker-dealer)45 years in industry

TIMOTHY PATRICK NORTON

Advisor at MCDONALD PARTNERS LLC

ANN ARBOR, MI | Boyne City, MI | CLEVELAND, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f582dc3a-c352-113f-cde4-75e80ca847ef

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Sep 29, 2000 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Timothy Patrick Norton

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

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: Jun 12, 1981earliest registration or exam on IAPD
Years in industry: 45derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 4
Exams: S63|S65
First exam: Jun 12, 1981
First registration: Sep 29, 2000
Dual registered: yes, broker-dealer
IAPD individual key: 726982

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
MCDONALD PARTNERS LLC	Independent wealth	Feb 18, 2011	n/a	yes	CLEVELAND, OH\|CLEVELAND, OH\|ANN ARBOR, MI\|Boyne City, MI	Current employment
WELLS FARGO ADVISORS	Wirehouse	Jun 19, 2002	Jun 16, 2006	no	ANN ARBOR, MI	Previous registration
CAPTRUST FINANCIAL ADVISORS, LLC	n/a	Sep 29, 2000	Jun 20, 2002	no	ANN ARBOR, MI	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
WELLS FARGO ADVISORS	MCDONALD PARTNERS LLC	Jun 16, 2006	Feb 18, 2011	1,708	Firm change after gap	Other
CAPTRUST FINANCIAL ADVISORS, LLC	WELLS FARGO ADVISORS	Jun 20, 2002	Jun 19, 2002	-1	Bulk transfer	Other

Relationships

Registered with (3)

→ MCDONALD PARTNERS LLCRegistered adviserregistration: current employment
Feb 18, 2011 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jun 19, 2002 to Jun 16, 2006factForm ADV
→ CAPTRUST FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 29, 2000 to Jun 20, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f582dc3a-c352-113f-cde4-75e80ca847ef
First observed: Sep 29, 2000
Last observed: Sep 15, 2026 4 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.

TIMOTHY PATRICK NORTON

Advisor at MCDONALD PARTNERS LLC

ANN ARBOR, MI | Boyne City, MI | CLEVELAND, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f582dc3a-c352-113f-cde4-75e80ca847ef

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:52 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

MCDONALD PARTNERS LLC

Independent wealth

Feb 18, 2011

n/a

yes

CLEVELAND, OH|CLEVELAND, OH|ANN ARBOR, MI|Boyne City, MI

Current employment

WELLS FARGO ADVISORS

Wirehouse

Jun 19, 2002

Jun 16, 2006

ANN ARBOR, MI

Previous registration

CAPTRUST FINANCIAL ADVISORS, LLC

n/a

Sep 29, 2000

Jun 20, 2002

ANN ARBOR, MI

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WELLS FARGO ADVISORS

MCDONALD PARTNERS LLC

Jun 16, 2006

Feb 18, 2011

1,708

Firm change after gap

Other

CAPTRUST FINANCIAL ADVISORS, LLC

WELLS FARGO ADVISORS

Jun 20, 2002

Jun 19, 2002

-1

Bulk transfer

Other