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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp Inc | Miami | FL | 09/2015 | 07/2020 |
| Investacorp Advisory Services | Miami | FL | 09/2015 | 07/2020 |
| Securities America, Inc. | Glastonbury | CT | 07/2020 | 06/2023 |
| Securities America Advisors, Inc. | Glastonbury | CT | 07/2020 | 06/2023 |
| Cadaret, Grant & Co., Inc. | Glastonbury | CT | 06/2023 | 07/2025 |
| Lpl Financial Llc | Glastonbury | CT | 07/2025 | Present |
1 - 07/2025 - 33 Pendleton LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 2 Hours/Month - 2 Hours During Trading - Hebron, CT - OBA Start Date: 08/06/2001. 2 - 07/2025 - Jeffrey D Snyder - Non-Variable Insurance - Inv Related - 1 Hour/Month - 1 Hours During Trading - Glastonbury, CT - OBA Start Date: 01/01/2020. 3 - 07/2025 - McCabe Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 10 Hours/Month - 10 Hours During Trading - At reported business location(s). 4 - 07/2025 - Snyder & Company CPAs, PC - Tax Prep/Accounting/CPA - Inv Related - 200 Hours/Month - 150 Hours During Trading - Hebron, CT - OBA Start Date: 10/03/2015.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-14 |
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