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Annette Josephine Mctaggart

LPl Financial LLC

Saginaw, MI

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2020-11-12
TX RA APPROVED 2020-11-12
  • MI RA
    APPROVED
    Since 2020-11-12
  • TX RA
    APPROVED
    Since 2020-11-12

Branch Locations

3126 Davenport, Saginaw, MI 48602 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 02/1985 → Present
    Mcdonald & Associates, P.C
    Saginaw, MI
  • 01/2003 → Present
    Mcdonald Financial Services Pc
    Saginaw, MI
  • 01/2000 → Present
    Mcshilton Inc.
    Saginaw, MI
  • 05/2003 → Present
    Annette Mctaggart-Independent Insurance Agent
    Saginaw, MI
  • 08/2005 → 11/2020
    Royal Alliance Associates, Inc,
    Saginaw, MI
  • 11/2020 → Present
    Saginaw, MI
Previous Registrations
  • 2010-01-07 → 2020-11-03
    Saginaw, MI
    Saginaw, MI
    Clarkston, MI
    Saginaw, MI
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-01-13
  • S66 Uniform Combined State Law Examination
    2003-01-13
Designations
Other Names
  • Annette Hugo-Mctaggart

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