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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-07-10 |
| NJ | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
One University Plaza Suite 108, Hackensack, NJ 07601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Hackensack | NJ | 07/1994 | 07/2025 |
| Daniel Financial Management Group, Llc | Hackensack | NJ | 11/2006 | Present |
| Lpl Financial Llc | Hackensack | NJ | 07/2025 | Present |
1. 07/10/2025- Red Moon Holdings- Business Entity For Tax/Investment Purposes Only- INV Related- At Reported Business Location(s)- Start date 09/22/2014- 1 Hour Per Month 2. 07/10/2025- Badger Metal & Machine Fabrication- Business Owner- Not INV Related- At Riverdale, NJ- Start date 12/07/2020- 1 Hour Per Month 3. 07/10/2025- Daniel Financial Management Group, LLC- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/05/1990- 2 Hours Per Month- 2 Hours During Trading 4. 07/10/2025- Daniel Financial Management Group, LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/03/1992- 160 Hours Per Month- 160 Hours During Trading 5. 07/10/2025- 98Broad Street- Real Estate Rental- INV Related- At Bergenfield, NJ- Start date 04/17/2025- 1 Hour Per Month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-02-05 |
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