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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cp Capital Management | Clifton Park | NY | 06/2006 | Present |
| Cadaret, Grant & Co., Inc. | Clifton Park | NY | 05/2004 | 09/2018 |
| Securities America Inc. | Clifton Park | NY | 09/2018 | 06/2024 |
| Securities America Advisors | Clifton Park | NY | 09/2018 | 06/2024 |
| Osaic Wealth, Inc. | Clifton Park | NY | 06/2024 | 10/2025 |
| Osaic Wealth, Inc. | Clifton Park | NY | 06/2024 | 10/2025 |
| Lpl Financial Llc | Clifton Park | NY | 10/2025 | Present |
1. 09/2025 - CP Capital Management LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 150 Hour(s)/Month - 6.5 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 10/20/2025 2. 09/2025 - CP Capital Management, LLC - Non-Variable Insurance - Investment Related - 60 Hour(s)/Month - 3 Hour(s) During Trading - Clifton Park, NY 12065 - OBA Start Date: 06/01/2006
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-06-10 |
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