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Caitlain Mary Mcdonald

LPl Financial LLC

Fort Mill, SC

Boston, MA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-04-19
NY RA APPROVED 2023-02-15
  • MA RA
    APPROVED
    Since 2023-04-19
  • NY RA
    APPROVED
    Since 2023-02-15

Branch Locations

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

Boston, MA • 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
The Courtyard Restaurant And Pub Cataumet MA 06/2014 09/2018
Ubs Financial Services Weehawken NJ 06/2017 08/2017
Boston College Police Department Chestnut Hill MA 12/2016 05/2018
Ubs Financial Services Inc. Weehawken NJ 08/2018 01/2023
Boston College Chestnut Hill MA 06/2014 05/2018
Lpl Financial Llc New York NY 01/2023 Present
  • 06/2014 → 09/2018
    The Courtyard Restaurant And Pub
    Cataumet, MA
  • 06/2017 → 08/2017
    Ubs Financial Services
    Weehawken, NJ
  • 12/2016 → 05/2018
    Boston College Police Department
    Chestnut Hill, MA
  • 08/2018 → 01/2023
    Ubs Financial Services Inc.
    Weehawken, NJ
  • 06/2014 → 05/2018
    Boston College
    Chestnut Hill, MA
  • 01/2023 → Present
    Lpl Financial Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-09
  • S66 Uniform Combined State Law Examination
    2018-10-09
Designations

View on SEC IAPD

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