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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-10 |
Branch Locations
375 Horsham Road Suite 100, Horsham, PA 19044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tax Aid Associates | Horsham | PA | 02/1999 | Present |
| Cadaret, Grant & Co., Inc. | Horsham | PA | 07/2001 | Present |
| Lpl Financial Llc | Horsham | PA | 07/2025 | 07/2025 |
1. 07/10/2025- Tax Aid Associates- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 02/01/1999- 100 Hours Per Month- 80 Hours During Trading 2. 07/10/2025-Matthew M Maertzig, PC- Attorney/ Legal Services- Not INV Related- At Reported Business Location(s)- Start date 10/27/2005- 25 Hours Per Month- 16 Hours During Trading 3. 07/10/2025- Mathew M Maertzig- Notary- INV Related- At Reported Business Location(s)- Start date 01/01/2007- 3 Hours Per Month- 2 Hour During Trading 4. 07/10/2025- Matthew M Maertzig- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 08/24/2001- 6 Hours Per Month- 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-24 |
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