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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 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
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. | East Syracuse | NY | 08/2006 | 07/2025 |
| Marathon Financial Advisors, Inc. | East Syracuse | NY | 04/2015 | Present |
| Lpl Financial Llc | East Syracuse | NY | 07/2025 | Present |
1. 07/10/2025-Marathon Financial Advisors Inc- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 09/23/2013- 160 Hours Per Month- 140 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
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