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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-21 |
| TX | RA | APPROVED_RES | 2025-05-20 |
Branch Locations
820 W Wood St, Willow, CA 95988 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
820 W Wood St, Willows, CA 95988 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins Co | Stockton | CA | 04/2016 | 05/2025 |
| Nylife Securities Llc | Stockton | CA | 04/2016 | 05/2025 |
| Eagle Strategies Llc | Stockton | CA | 05/2016 | 05/2025 |
| Lpl Financial | Willows | CA | 05/2025 | Present |
1. Start Date - 5/19/2025 - McDonald FA - DBA for LPL Business (entity for LPL business) - Investment Related - Willow CA 95988 - 160 Hrs/Mth - 40 Hrs During Trading. - Time Spent: 100 2. Start Date - 01/01/2017 - David McDonald Finance - Non-Variable Insurance - Investment Related - Willows CA 95988 - 5 Hrs/Mth -0 Hrs During Trading. - Time Spent: 3
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-01 |
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