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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
1016 Mill Creek Drive, Feasterville, PA 19053 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Feasterville | PA | 12/1997 | 07/2025 |
| Spectra Associates | Featerville | PA | 12/1997 | Present |
| Retirement Investment Services | Featerville | PA | 01/2009 | 07/2025 |
| Lpl Financial Llc | Feasterville | PA | 07/2025 | Present |
1.05/02/2025; Kevin Flood; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 01/01/1998; 2hrs/mth; 1hrs during trading 2.05/02/2025; Kevin Flood; Real Estate Rental; Investment Related; Feasterville Trevose,PA; Start Date 10/31/2003; 2hrs/mth; 1hrs during trading 3.07/11/2025; Spectra Pension Associates, Inc.; Third Party Administrator (TPA); Investment Related; at Reported Business Location(s); Start Date 04/01/2003; 80hrs/mth; 40hrs during trading 4.07/11/2025; Spectra Associates, Inc. 401(k) PSP; Act in a Fiduciary Capacity; Investment Related; Feasterville Trevose,PA; Start Date 04/01/2003; 1hrs/mth; 1hrs during trading 5.08/24/2026; Retirement Investment Services, Inc.; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 01/01/2009; 160hrs/mth; 130hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-24 |
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