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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
8090 Market Street - Suite 2, Boardman, OH 44512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Boardman | OH | 11/1988 | 07/2025 |
| Lpl Financial Llc | Boardman | OH | 07/2025 | Present |
1- 07/2025 - Bruce M. Joseph - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/01/1994 - 30 hours per month/ during trading 2- 07/2025 - Lake Forest Professional Building - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 01/01/2000 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-03-07 |
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