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Andrew J Macdonald

LPl Financial LLC

Loveland, CO

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2009-03-06
CO RA APPROVED 2001-08-10
  • TX RA
    APPROVED_RES
    Since 2009-03-06
  • CO RA
    APPROVED
    Since 2001-08-10

Branch Locations

4025 St Cloud Dr, Ste 250, Loveland, CO 80538 • 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
Linsco Private Ledger Loveland CO 07/2001 Present
  • 07/2001 → Present
    Linsco Private Ledger
    Loveland, CO
Other Businesses

(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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-09-02
S63 Uniform Securities Agent State Law Examination 1995-09-15
  • S65 Uniform Investment Adviser Law Examination
    1999-09-02
  • S63 Uniform Securities Agent State Law Examination
    1995-09-15
Other Names
  • Aj Macdonald

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