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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 | 2025-07-10 |
Branch Locations
35 E. Grassy Sprain Road Suite 406, Yonkers, NY 10710 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Yonkers | NY | 01/2005 | 07/2025 |
| Summit Financial Consultants | Yonkers | NY | 01/2005 | Present |
| Lpl Financial Llc | Yonkers | NY | 07/2025 | Present |
1. 07/2025 - Summit Financial Consultants, Inc. - DBA for LPL Business (entity for LPL business) - Yonkers, NY - INV REL - Start Date 01/01/1995 - 160hrs/mth | 160hrs during trading 2. 07/2025 - Summit Financial Consultants - Non-Variable Insurance - Yonkers, NY - INV REL - Start Date 01/02/2005 - 10hrs/mth | 10hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-17 |
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