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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-07-10 |
| NY | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc, | Keuka Park | NY | 12/2007 | 07/2025 |
| Insight Financial | Keuka Park | NY | 01/2008 | Present |
| Lpl Financial Llc | Penn Yan | NY | 07/2025 | Present |
1) 07/10/2025-Mutual Fun Keuka Memories, LLC-Owner-Real Estate Rental-Inv related-At Keuka Park, NY-Start date 01/01/2020-10hrs/mth-0hrs/mth during trading 2) 07/10/2025-Mutual Fun Inverness Memories-Owner-Real Estate Rental-Inv related-At Keuka Park, NY-Start date 09/01/2024-10hrs/mth-0hrs/mth during trading 3) 07/10/2025-Insight Financial-Co-Owner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 12/01/2008-160hrs/mth-160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-14 |
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