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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-22 |
| CT | RA | APPROVED | 2025-07-10 |
| NY | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
500 North Broadway Suites 260 & 242, Jericho, NY 11753 • United States
7777 Glades Road Suite 100, Boca Raton, FL 33434 • United States
55 Madison Avenue Suite 400, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-31 |
Branch Locations
500 North Broadway Suite 260 & 242, Jericho, NY 11753 • United States
55 Madison Avenue Suite 400, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Jericho | NY | 03/2002 | 07/2025 |
| American Investment Planners, Llc | Jericho | NY | 10/2010 | Present |
| Cadaret, Grant & Co., Inc. | Boca Raton | FL | 10/2015 | 07/2025 |
| Lebenthal Global Advisors Llc | Hauppauge | NY | 01/2019 | 09/2024 |
| Generational Wealth Srvices Llc Dba Comprehensive Wealth Service | Morristown | NJ | 01/2025 | Present |
| Lpl Financial Llc | Jericho | NY | 07/2025 | Present |
1. 07/10/2025- Generational Wealth Planning LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 07/07/2022- 60 Hours Per Month- 60 Hours During Trading 2. 07/10/2025- Generational Wealth Services LLC- Business Entity For Tax/Investment Purposes Only- INV Related- At Reported Business Location(s)- Start date 09/20/2024- 10 Hours Per Month- 10 Hours During Trading 3. 07/10/2025-366 Highview LLC-Real Estate Rental- INV Related- At Block Island, RI- Start date 01/01/2025 4. 07/10/2025- Second Chance Asset Management- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 04/23/2014- 15 Hours Per Month- 15 Hours During Trading 5. 07/10/2025- American Taxes Inc- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 05/15/2018- 5 Hours Per Month- 5 Hours During Trading 6. 07/10/2025- American Investment Planners LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/01/2011- 160 Hours Per Month- 120 Hours During Trading 7. 07/10/2025- RLB Wealth Planning- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 07/07/2022- 160 Hours Per Month- 160 Hours During Trading 8. 09/10/2025 - Comprehensive Wealth Services - Registered Investment Advisor - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/01/2025 - 40 hours per month/ during trading - I temporarily provide limited services through Comprehensive Wealth Services, an RIA firm, for purposes of transitioning assets to the LPL Financial RIA. I started this activity business in 01/2025, and expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its business, its owners, and its services at http://www.advisorinfo.sec.gov/IAPD. This firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-07 |
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