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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-04-12 |
Branch Locations
2100 Northwest Blvd, Suite 400, Coeur D'ALene, ID 83814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services Inc. | Coeur D Alene | ID | 06/2023 | 03/2024 |
| Avantax Advisory Services | Coeur D Alene | ID | 06/2023 | 03/2024 |
| Magnuson Mchugh Dougherty Cpas | Coeur D Alene | ID | 01/2023 | 09/2023 |
| Magnuson, Mchugh & Co. Pa | Coeur D Alene | ID | 10/2018 | 12/2022 |
| Cpm Development Corp | Spokane | WA | 09/2017 | 09/2018 |
| Unemployed | Spokane | WA | 05/2017 | 09/2017 |
| Piehl, Hanson, Beckman Pa | Hutchinson | MN | 12/2011 | 05/2017 |
| Magnuson Mchugh Dougherty Cpas Llc | Coeur D Alene | ID | 10/2018 | Present |
| Lpl Financial Llc | Coeur D'ALene | ID | 04/2024 | Present |
1) 04/11/2024 - Real Estate Rental - Owner - ID 83814 - Investment related - 1 Hour per month - Start date: 06/01/2023. 2) 04/11/2024 - Tad Johnson, CPA, PLLC - Business Entity For Tax/Investment Purposes Only - ID 83814 - Non investment related - Start date: 02/01/2024. 3) 04/11/2024 - MM&Co Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 4) 04/11/2024 - Magnuson, McHugh Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 5) 04/11/2024 - Magnuson McHugh Dougherty CPAs LLC - Tax Prep/Accounting/CPA - MM&Co Wealth Management - Owner - ID 83814 - Investment related - 160 Hours per month - Start date: 10/08/2018. 6) 11/05/2025- MM&Co Wealth Management LLC- DBA for LPL Business (entity for LPL business)- MM&Co Wealth Management- INV Related- At Reported Business Location(s)- Start date 01/01/2025- 2 Hour Per Month- 2 Hours During Trading 7) 11/05/2025- Tad Johnson Wealth Management LLC- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- 1 Hour Per Month- 1 Hour During Trading 8) 11/05/2025- West Branch Real Estate Holdings LLC- Real Estate Rental- Not INV Related- At Coeur d'Alene, ID - Start date 09/01/2025- 1 Hour Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-12 |
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