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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-09-13 |
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 |
|---|---|---|---|---|
| Magnuson, Mchugh & Co., P.A. | Coeur D Alene | ID | 07/1995 | Present |
| 1St Global Advisors, Inc. | Coeur D Alene | ID | 09/2016 | 10/2019 |
| 1St Global Capital Corp. | Coeur D Alene | ID | 09/2016 | 10/2019 |
| Avantax Advisory Services | Coeur D Alene | ID | 10/2019 | 03/2024 |
| Avantax Investment Services, Inc. | Coeur D Alene | ID | 10/2019 | 03/2024 |
| Magnuson, Mchugh, Dougherty Cpas | Coeur D Alene | ID | 01/2023 | Present |
| Lpl Financial, Llc | Coeur D Alene | ID | 09/2024 | Present |
1- 09/2024 / Magnuson, McHugh & Co., P.A. / Business Entity For Tax/Investment Purposes Only / Not Investment Related / Coeur d Alene, ID / Start date: 07/05/1995 2- 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 3- 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. 4- 02/26/2025 - MM&Co Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:01/01/2017 - 10 Hrs/Mth - 10 Hrs During Trading. 5- 02/13/2025 - CP-3102 PC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date:01/01/2025 - 30 Hrs/Mth - 30 Hrs During Trading. 6- 12/03/2025 - 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 - 10 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-04 |
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