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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-11-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcdonald And Associates-Cpa Pc | Saginaw | MI | 11/1985 | Present |
| George Snyder-Independent Insurance Agent | Saginaw | MI | 05/2003 | Present |
| Mcdonald Financial Services Llc | Saginaw | MI | 01/2003 | Present |
| Mcshilton Inc. | Saginaw | MI | 01/2000 | Present |
| Royal Alliance Associates, Inc. | Saginaw | MI | 08/2005 | 10/2020 |
| Lpl Financial Llc | Saginaw | MI | 11/2020 | Present |
1)11/11/2020- George Snyder- Non-Variable Insurance- Agent -Inv. Related- Saginaw, MI- start date 1/1/2003- 1hr/mth 2)11/11/2020- McShilton, Inc.- Real Estate Rental for CPA business- Shareholder - Inv. Related- Saginaw, MI- start date 1/1/1999- 1hr/mth 3)11/11/2020- MCDONALD FINANCIAL SERVICES- DBA for LPL Business (entity for LPL business)- Inv. Related- Saginaw, MI- start date 1/1/2003- 1hr/mth 4)11/11/2020- MCDONALD & ASSOCIATES CPA PC- Tax Prep/Accounting/CPA- Shareholder- Inv. Related- Saginaw, MI- start date 11/1/1985- 30% 5) 11/11/2020- B. McSnyder, LLC - Business Entity For Tax/Investment Purposes Only- LLC holding company for rent collection- Inv. Related- Saginaw, MI- 1hr/mth 6) 02/24/2022 - SS Legacy LLC - Investment Related - Home Based - Other - Real Estate Purchase - Start Date - 12/20/2021 - 10 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-08 |
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