Gary Daniel Lucas

Current Employers

Employment History

• 05/2009 → 07/2023
  Cadaret, Grant & Co., Inc.
  Liverpool, NY
• 05/2009 → 12/2020
  United Financial Services
  Liverpool, NY
• 07/2023 → Present
  Lpl Financial Llc
  Liverpool, NY
• 12/2020 → Present
  Syracuse Wealth Management
  Liverpool, NY

Previous Registrations

• 2021-05-04 → 2023-07-31
  Cadaret, Grant & Co., Inc.
  Liverpool, NY
  Liverpool, NY

Other Businesses

1) 07/05/2023 - Gary Lucas - Notary - Not Investment Related - Liverpool, NY - Start date 04/10/2017- 0 Hrs/Mth - 0 Hrs During Trading. 2) 07/05/2023 - Syracuse Wealth Management / Tax Prep/Accounting/ Investment Related / Liverpool, NY - Start date 11/17/2020 - 4 Hrs per month 3) 07/05/2023 - Hollywood & Little B / Business Entity For Tax/Investment Purposes Only / Not Investment Related / Liverpool, NY - Start date 06/05/2020 - 160 Hrs/Mth - 8 Hrs During Trading 4) 07/05/2023- 2 Bros Studios / Business Owner / Not Investment Related / Minoa, NY / Start date 03/25/2013 - 0 Hrs/Mth - 0 Hrs During Trading. 5) 07/05/2023 - Syracuse Wealth Management / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start Date:11/17/2020 - 0 Hrs/Mth - 0 Hrs During Trading. 6) 07/05/2023 - Gary Lucas / Non-Variable Insurance / Investment Related / Liverpool, NY / Start date 06/01/2002 - 2 Hrs per month 7) 07/05/2023 - BMGR Realty Team LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / Liverpool, NY - Start date 10/02/2020 - 0 Hrs/Mth - 0 Hrs During Trading. 8) 06/20/2025 -Real Estate Rental - Investment Related - North Myrtle Beach - Start Date:04/11/2025 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-07-09