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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-27 |
| ID | RA | APPROVED | 2024-03-25 |
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 |
|---|---|---|---|---|
| 1St Global Advisors, Inc. | Coeur D Alene | ID | 11/2016 | 10/2019 |
| 1St Global Capital Corp. | Coeur D Alene | ID | 11/2016 | 10/2019 |
| Avantax Insurance Services, Inc. | Coeur D Alene | ID | 06/2017 | 03/2024 |
| Avantax Investment Services, Inc. | Coeur D Alene | ID | 10/2019 | 03/2024 |
| Avantax Advisory Services | Coeur D Alene | ID | 10/2019 | 03/2024 |
| Magnuson, Mchugh & Co., P.A. | Coeur D Alene | ID | 10/2010 | Present |
| Lpl Financial | Coeur D'ALene | ID | 03/2024 | Present |
1- 03/2024 / Real Estate Rental / Investment Related / start date 12/01/2017 2- 01/15/2025 - CP-5185 PC - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - Start Date 01/01/2025 - 30 hours per month/ during trading 3- 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 - 0 hours per month/ during trading 4- 02/26/2025 - Magnuson, McHugh, Dougherty CPAs LLC - investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date: 01/01/2023 - 30 Hrs/Mth - 30 Hrs During Trading. 5-02/26/2025 - MM&Co Wealth Management LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date: 01/01/2017 - 10 Hrs/Mth - 10 Hrs During Trading. 6- 04/24/2025 - Oss Wealth Management LLC -None - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date :04/21/2025 - 10 Hrs/Mth - 10 Hrs During Trading. 7- 11/10/2025 - Magnuson McHugh Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2017 - 15 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-31 |
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