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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-06-10 |
Branch Locations
2100 Northwest Blvd, Suite 400, Coeur D'ALene, ID 83814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Devlin C Flamm, Cpa Pllc | Coeur D'ALene | ID | 01/2023 | Present |
| William P Dougherty, Cpa Pllc Dba Dougherty & Associates, Cpas | Post Falls | ID | 10/2012 | 12/2022 |
| Lpl Financial, Llc | Coeur D'ALene | ID | 05/2025 | Present |
1/ 12/2024 / Magnuson, Mchugh, Dougherty CPAs / Tax Prep/Accounting/CPA / INV RLTD / 160 HRS MNTH / START 01/20/2025 2- 12/2024 / MM & Co Wealth Management / DBA for LPL Business (entity for LPL business) / INV RLTD / 160 HRS MNTH / 8 HRS DURING TRADING / START 01/20/2025 3- 12/2024 / Devlin C. Flamm PCA, PLLC / Business Entity For Tax/Investment Purposes Only / NON INV RLTD / START 01/20/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-09 |
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