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100 South Clinton Avenue Suite 1500, Rochester, NY 14604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-07-23 |
| SC | RA | APPROVED | 2024-07-23 |
Branch Locations
100 South Clinton Avenue Suite 1500, Rochester, NY 14604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Rochester | NY | 03/2011 | 09/2018 |
| Lpl Financial Llc | Rochester | NY | 09/2018 | 03/2024 |
| Efpr Advisory Llc | Rochester | NY | 07/1989 | Present |
| Efpr Wealth Advisors, Llc | Rochester | NY | 07/2024 | Present |
| Lpl Financial | West Seneca | NY | 12/2025 | Present |
| Sgroi Wealth Advisory Group | West Seneca | NY | 12/2025 | Present |
1- 12/2025 / Sgroi Lawley Group LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 12/2025 / EFPR Advisory, LLC / Tax Prep/Accounting/CPA / Investment Related / 216 Hrs mth / 140 hrs during trading / Start date: 02/13/2025 3- 12/2025 / EFP Wealth Advisors, LLC / Tax Prep/Accounting/CPA / Investment Related / 10 hrs mth / 10 hrs during trading / Start date: 05/06/1999 4- 12/2025 / RJ Williams Group CPA PLLC / Tax Prep/Accounting/CPA / Investment Related / Start date: 01/01/2020 5- 12/2025 / EFPR Group, LLP / Tax Prep/Accounting/CPA / Investment Related / 216 Hrs mth / 140 hrs during trading / Start date: 02/13/2025 6- 12/2025 / EFPR Wealth Advisors, LLC / Tax Prep/Accounting/CPA / Investment Related / 10 Hrs mth / 10 hrs during trading / Start date: 09/17/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-10 |
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