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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-11-12 |
| TX | RA | APPROVED | 2020-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcdonald & Associates, P.C | Saginaw | MI | 02/1985 | Present |
| Mcdonald Financial Services Pc | Saginaw | MI | 01/2003 | Present |
| Mcshilton Inc. | Saginaw | MI | 01/2000 | Present |
| Annette Mctaggart-Independent Insurance Agent | Saginaw | MI | 05/2003 | Present |
| Royal Alliance Associates, Inc, | Saginaw | MI | 08/2005 | 11/2020 |
| Lpl Financial Llc | Saginaw | MI | 11/2020 | Present |
1)11/09/2020 - McDonald Financial Services - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 1/2003 2)11/09/2020 - Annette McTaggart - Non-Variable Insurance - inv rel - at reported business location(s) - start: 1/2003 3)11/09/2020 - MCDONALD & ASSOCIATES CPA PC - Tax Prep/Accounting/CPA - inv rel - at reported business location(s) - start: 11/1985 4)11/09/2020 - JAAD, LLC - construction equipment rental company, owner - inv rel - Essexville, MI - 2 hr/mth 5)11/09/2020 - Real Estate Rental - inv rel - Boyne City, MI - start: 01/2014 - 1 hr/mth 6)11/09/2020 - McShilton - Business Entity For Tax/Investment Purposes Only - inv rel - at reported business location(s) - start: 01/1995 - 1 hr/mth 7)11/09/2020 - B. McSnyder, LLC - Business Entity For Tax/Investment Purposes Only - inv rel - Midland, MI - start: 10/2011 - 1 hr/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-13 |
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