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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 |
Branch Locations
1163 Pittsford-Victor Road Suite 240, Bldg. 4, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Pittsford | NY | 01/2007 | 07/2025 |
| Lpl Financial Llc | Pittsford | NY | 07/2025 | Present |
1- 07/2025 - Richard Warner - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 06/01/2002 - 10 hours per month/ during trading 2- 07/2025 - Post Resch Tallon Group- DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/01/2020 - 120 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-06 |
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