Melanie Sun Mcdaniel

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2018-08-10

CO RA
APPROVED

Since 2018-08-10

Branch Locations

675 Snap Dragon Way, Unit 3D, Steamboat Springs, CO 80487 • 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

Organization	City	State	From	To
Lpl Financial, Llc	Steamboat Springs	CO	09/2006	Present

09/2006 → Present

Lpl Financial, Llc

Steamboat Springs, CO

Other Businesses

1. 8/24/2017 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-NOTARY - Started 08/19/2016 - 1 Hour Per Month/0 Hours During Securities Trading. 2. 06/16/2022 - Little Brome LLC - Investment Related - Steamboat Springs, CO 80487 - Real Estate Rental - Start Date - 05/06/2022 - 2 Hours Per Month/ 0 Hours During Securities Trading 3. 06/20/2023 - Sleeping Giant Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 6/20/2023

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2023-12-01
S65	Uniform Investment Adviser Law Examination	2018-08-08

S63 Uniform Securities Agent State Law Examination

2023-12-01
S65 Uniform Investment Adviser Law Examination

2018-08-08

View on SEC IAPD

Current Employers

Lpl Financial Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews