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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-03-06 |
| CO | RA | APPROVED | 2001-08-10 |
Branch Locations
4025 St Cloud Dr, Ste 250, Loveland, CO 80538 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco Private Ledger | Loveland | CO | 07/2001 | Present |
(1) 7/20/2001 - MACDONALD FINANCIAL SERVICES - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - TIME SPENT 20%. (2) 1/10/2007 - MACDONALD REAL ESTATE - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION - REAL ESTATE RENTAL - TIME SPENT 1% - 2000 SQUARE FOOT COMMERCIAL CONDO UNIT. RENT THE SPACE TO MACDONALD FINANCIAL SERVICES, LLC. (3) 8/28/2007 - MACDONALD FINANCIAL SERVICES - AT REPORTED BUSINESS LOCATION(S) - OTHER-SELLING MARKETING MATERIALS WITH OUR LOGO ON - LOGO PUT ON T-SHIRTS, SWEATSHIRTS, HATS, WATER BOTTLES, ETC. THESE WILL BE AVAILABLE TO OUR CLIENTS TO PURCHASE AT COST. (4) 3/26/2012 - MACDONALD FINANCIAL SERVICES, LLC - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). (5) 6/24/2013 - NO BUSINESS NAME - NOT INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - OTHER-NOTARY - TIME SPENT 0% - NO FEES ARE CHARGED. USES FOR LPL CLIENTS. (6) 4/18/2018 - Macdonald Construction, LLC - Not Investment Related - Loveland, CO - Other-Business Owner- Start 05/01/2017 - 10 Hours Per Month/0 Hours During Securities Trading. (7) 10/15/2018 - Macdonald Helicopter, LLC - Not Investment Related - 1390 E 57th, Loveland, CO 80538. - Other - Helicopter Pilot - Start Date:11/01/2018 - 10 Hours Per Month/0 Hours During Trading. 8. 11/11/2019 - Horseshoe Farms, LLC - Not investment related - Home based - Business Owner - start date:1/1/2020 - 12 hrs/mo - 0 hrs during trading - selling produce.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-15 |
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