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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-04-02 |
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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Post Falls | ID | 06/2022 | 11/2022 |
| Cambridge Investment Research, Inc. | Post Falls | ID | 06/2019 | 06/2022 |
| Dougherty & Associates, C.P.A.s | Post Falls | ID | 06/2019 | 10/2022 |
| Anastasi, Moore & Martin Pllc | Spokane | WA | 12/2015 | 05/2019 |
| Magnuson, Mchugh, Dougherty Cpas, Llc | Coeur D'ALene | ID | 11/2022 | Present |
| Avantax Investment Services Inc. | Coeur D'ALene | ID | 06/2023 | 03/2024 |
| Unemployment | Post Falls | ID | 05/2019 | 06/2019 |
| Avantax Advisory Services | Coeur D'ALene | ID | 06/2023 | 03/2024 |
| Lpl Financial | Coeur D'ALene | ID | 04/2024 | Present |
1- 03/2024 / MRA LLC / Real Estate Rental / Investment Related / 2 hrs mnth / start date 11/04/2019 2- 03/2024 / Brian Parasida, CPA PLLC / Business Entity For Tax/Investment Purposes Only / Non Investment Related / 10 hrs mnth / 2 hrs during trading / start date 10/01/22 3. 02/27/2025- Magnuson, McHugh, Dougherty CPAs, LLC- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 01/01/2024- 160 Hours Per Month- 160 Hours During Trading 4. 02/27/2025- MM&Co Wealth Management LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/01/2025- 3 Hours Per Month- 3 Hours During Trading 5. 03/17/2025 - Magnuson McHugh Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date :01/01/2025 - 3 Hours Per Month- 3 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-28 |
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