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20 Montchanin Road Suite 270, Greenville, DE 19807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-02-08 |
| DE | RA | APPROVED | 2014-05-29 |
Branch Locations
20 Montchanin Road Suite 270, Greenville, DE 19807 • United States
6361 Presidential Court Unit C-108, Fort Myers, FL 33919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Greenville | DE | 07/2010 | Present |
| Investment Management & Planning, Llc | Greenville | DE | 09/2010 | Present |
1. 06/29/2010 - INVESTMENT MANAGEMENT & PLANNING, LLC - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 2. 08/27/2010 - DBA ONLY - TAX PURPOSES ONLY, MACDONALD WEALTH ADVISORS, LLC, TAX PURPOSES ONLY - NOT HELD OUT TO THE PUBLIC. 3. 06/02/2011: REGISTERED INVESTMENT ADVISOR / INV REL - (FP) INVESTMENT MANAGEMENT & PLANNING, LLC / TIME SPENT 5%/ GREENVILLE, DE 4. 07/31/2015 - INVESTMENT MANAGEMENT & PLANNING, LLC - INV REL - 20 MONTCHANIN ROAD, SUITE 270 GREENVILLE, DE 19807 - REGISTERED INVESTMENT ADVISOR - START 04/28/2015 - 160 HOURS PER MONTH, 160 DURING TRADING - ADVISOR WILL SERVE AS AN INVESTMENT ADVISOR REPRESENTATIVE UNDER THE INVESTMENT MANAGEMENT & PLANNING, LLC RI
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-25 |
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