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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Management Group | Niagara | NY | 05/1991 | Present |
| Cadaret, Grant & Co., Inc. | Niagara Falls | NY | 08/2001 | 07/2025 |
| Security Mutual | Binghamton | NY | 08/1997 | 07/2025 |
| United States Life Ins. | Syracuse | NY | 08/1986 | Present |
| Lpl Financial Llc | Niagara Falls | NY | 07/2025 | Present |
1- 07/2025 - Capital Management Group of Niagara Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading 2- 07/2025 - Capital Management Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/29/1991 - 20 hours per month/ 0 hours during trading 3- 07/2025 - 6928Williams Rd LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 06/20/2007 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-09-29 |
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