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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2021-07-21
TX RA APPROVED_RES 2021-07-21
  • MT RA
    APPROVED
    Since 2021-07-21
  • TX RA
    APPROVED_RES
    Since 2021-07-21

Branch Locations

315 Edelweiss Dr Unit 8, Bozeman, MT 59718 • United States

Geyser, MT • 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
Merimac Cattle Co. Geyser MT 01/1990 07/2021
Waddell & Reed, Inc Bozeman MT 11/2014 07/2021
Montana Feed Association Miles City MT 04/2017 07/2021
Montana Stockgrowers Foundation Helena MT 08/2018 07/2021
Down Home Financial Strategies Llc Bozeman MT 03/2019 07/2021
Ty And Jyll Mcdonald Bozeman MT 12/2019 07/2021
Lpl Financial Llc Bozeman MT 07/2021 Present
  • 01/1990 → 07/2021
    Merimac Cattle Co.
    Geyser, MT
  • 11/2014 → 07/2021
    Waddell & Reed, Inc
    Bozeman, MT
  • 04/2017 → 07/2021
    Montana Feed Association
    Miles City, MT
  • 08/2018 → 07/2021
    Montana Stockgrowers Foundation
    Helena, MT
  • 03/2019 → 07/2021
    Down Home Financial Strategies Llc
    Bozeman, MT
  • 12/2019 → 07/2021
    Ty And Jyll Mcdonald
    Bozeman, MT
  • 07/2021 → Present
    Bozeman, MT
Previous Registrations
  • 2015-02-27 → 2021-07-21
    Waddell & Reed
    Bozeman, MT
    Billings, MT
    Seattle, WA
    Bozeman, MT
Other Businesses

1) 03/2015 - Non-Variable Insurance / AOCP / Investment Related / 0Hrs/Mo During Trading / Clifton Park, NY 12065 2) 03/06/2019 - DBA for LPL Business (entity for LPL business) / Down Home Financial Strategies / Investment Related / 0Hrs/Mo During Trading / Bozeman, MT 59718 3) 09/08/2022 - Merrimac Cattle Co - Not Investment Related - J9475 MT HWY 551, Geyser, MT 59447 - Business Owner - Secretary/Treasurer - Start Date - 5/1/2006 - 40 Hours Per Month 4) 09/08/2022 - No Business Name - Investment Related - Home Based - Real Estate Rental - Start Date - 1/1/2020 - 1 Hours Per Month 5) 05/11/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 05/05/2023 - 1 Hours Per Month/1 Hours During Securities Trading 6) 07/07/2023 - Down Home Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 06/23/2023 - 160 Hours Per Month/ 160 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-26
  • S66 Uniform Combined State Law Examination
    2015-02-26
Other Names
  • Ty Mcdonald

View on SEC IAPD

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