Kevin Scott Mcclelland

Current Employers

Employment History

• 08/2013 → 01/2017
  Umpqua Bank
  Spokane, WA
• 09/2015 → 01/2017
  Umpqua Investments, Inc.
  Spokane, WA
• 01/2017 → 10/2019
  1St Global Capital Corp.
  Coeur D Alene, ID
• 01/2017 → 10/2019
  1St Global Advisors, Inc.
  Coeur D Alene, ID
• 01/2017 → Present
  Magnuson, Mchugh & Co., P.A.
  Coeur D Alene, ID
• 01/2017 → 03/2024
  Avantax Insurance Services
  Coeur D Alene, ID
• 10/2019 → 03/2024
  Avantax Investment Services, Inc.
  Coeur D Alene, ID
• 10/2019 → 03/2024
  Avantax Advisory Services
  Coeur D Alene, ID
• 03/2024 → Present
  Lpl Financial
  Couer D'ALene, ID

Previous Registrations

• 2019-10-25 → 2024-04-01
  Avantax Advisory Services
  Irving, TX
• 2017-01-11 → 2019-10-25
  1St Global Advisors Inc
  Coeur D Alene, ID
• 2015-09-08 → 2017-01-13
  Steward Partners Investment Solutions, Llc
  Spokane, WA
  Portland, OR
• 2013-08-12 → 2015-09-09
  Lpl Financial Llc
  Coeur D Alene, ID
  Coeur D Alene, ID
  Hayden, ID
  Liberty Lake, WA
  Medical Lake, WA
  Plummer, ID
  Spokane Valley, WA
  Spokane, WA
  Spokane, WA
  Spokane, WA
  Spokane, WA
  Beaverton, OR
• 2008-01-01 → 2013-08-19
  Wells Fargo Clearing Services, Llc
  Coeur D'ALene, ID
  Spokane, WA
  Boise, ID
• 2007-05-21 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  St. Louis, MO
  Coeur D'ALene, ID

Other Businesses

1) 03/2024 - Bespoke Investment LLC / Business Entity For Tax/Investment Purposes Only / Not Inv. Related / Coeur d'Alene, ID / Start date 04/03/2017 - 160 Hrs per month - 100 Time Spent - 8 During Trading 2) 03/2024 - Magnuson, McHugh Dougherty, CPA's / Tax Prep/Accounting/CPA / Inv. Related / Coeur d'Alene, ID / Start date 01/13/2017 - 5 Hrs per month - 5 Time Spent 3) 03/2024 - MM&Co Wealth Management / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 4) 03/2024 - Magnuson, McHugh Wealth Management, LLC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 5) 01/16/2025- MMD Wealth Management LLC- DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2025- 10 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2007-05-18