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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-10-26 |
Branch Locations
2156 Plainfield Ave. Ne, Grand Rapids, MI 49505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcdonald & Associates P.C. | Grand Rapids | MI | 12/1986 | Present |
| Jeffrey B Burns, Financial Services, Ltd | Grand Rapids | MI | 08/1995 | Present |
| B&L Holding, Inc | Grand Rapids | MI | 11/1998 | Present |
| Royal Alliance Associates, Inc. | Grand Rapids | MI | 08/2005 | 10/2020 |
| Lpl Financial Llc | Grand Rapids | MI | 09/2020 | Present |
1)10/23/2020- Jeffrey B Burns Financial Services Ltd. - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 1993 - 20 hr/mth 2)10/23/2020 - McDonald Financial Services - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 2001 3)10/23/2020 - McDonald & Associates PC - Tax Prep/Accounting/CPA - inv rel - at reported business location(s) - start: 1986 4)10/23/2020 - Jeffrey Burns -Non-Variable Insurance - inv rel - Grand Rapids MI - start: 2001 5)10/23/2020 - B&L Holding - Business Entity For Tax/Investment Purposes Only - at reported business location(s) - start: 11/1988 - 2 hr/mth 6)10/23/2020 - B McSnyder, LLC - Business Entity For Tax/Investment Purposes Only - inv rel - Midland, MI - inv rel - start: 10/2011
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-12 |
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