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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-12-15
  • ID RA
    APPROVED
    Since 2025-12-15

Branch Locations

2100 Northwest Blvd, Suite 400, Coeur D'ALene, ID 83814 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Magnuson Mchugh Dougherty Cpas Coeur D'ALene ID 11/2020 Present
Anastasi Moore & Martin Pllc Spokane WA 05/2013 11/2020
Lpl Financial Llc Coeur D'ALene ID 07/2025 Present
  • 11/2020 → Present
    Magnuson Mchugh Dougherty Cpas
    Coeur D'ALene, ID
  • 05/2013 → 11/2020
    Anastasi Moore & Martin Pllc
    Spokane, WA
  • 07/2025 → Present
    Coeur D'ALene, ID
Other Businesses

1)07/21/2025 - MMD Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)07/21/2025 - MRA LLC - Real Estate Rental - Co-Owner - Inv Rel - Liberty Lake, WA - Start: 11/2019 -1 Hr/Mth 3)07/21/2025 - Magnuson McHugh Dougherty, CPAs - Business Entity For Tax/Investment Purposes Only - Full service CPA firm offering tax, audit, bookkeeping, payroll, etc. services - Inv Rel - Coeur'Alene, ID - Start: 01/2023 - 160 Hr/Mth 4)07/21/2025 - Laura Parasida CPA LLC - Business Entity For Tax/Investment Purposes Only - Owner - Inv Rel - Coeur'Alene, ID - Start: 02/2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-13
  • S66 Uniform Combined State Law Examination
    2025-12-13

View on SEC IAPD

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