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Gregory Lloyd Daniel

LPl Financial LLC

Hackensack, NJ

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-07-10
NJ RA APPROVED 2025-07-10
TX RA APPROVED 2025-07-10
  • CT RA
    APPROVED
    Since 2025-07-10
  • NJ RA
    APPROVED
    Since 2025-07-10
  • TX RA
    APPROVED
    Since 2025-07-10

Branch Locations

One University Plaza Suite 108, Hackensack, NJ 07601 • 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
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
  • 07/1994 → 07/2025
    Cadaret, Grant & Co., Inc.
    Hackensack, NJ
  • 11/2006 → Present
    Daniel Financial Management Group, Llc
    Hackensack, NJ
  • 07/2025 → Present
    Hackensack, NJ
Previous Registrations
  • 1998-01-05 → 2025-07-10
    Cadaret, Grant & Co., Inc.
    Hackensack, NJ
    Hackensack, NJ
    Ft. Washington, PA
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-02-05
  • S63 Uniform Securities Agent State Law Examination
    1993-02-05
Designations
Other Names
  • Gregory L Daniel

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