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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-10 |
Branch Locations
115 Genesee Street, New Hartford, NY 13413 • United States
1634 Genesee Street, Utica, NY 13502 • United States
1822 Black River Blvd, Rome, NY 13440 • United States
510 West State Street, Herkimer, NY 13350 • United States
4451 Commercial Drive, New Hartford, NY 13413 • United States
50 Auert Avenue, Utica, NY 13502 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | New Hartford | NY | 10/2007 | 07/2025 |
| Choice Investments | New Hartford | NY | 10/2007 | Present |
| Lpl Financial Llc | Herkimer | NY | 07/2025 | Present |
1 - 07/2025 - Real Estate Rental - Inv Related - Lake Placid, NY - OBA Start Date: 10/01/2020. 2 - 07/2025 - Choice Investments, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-10 |
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