Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-29 |
| NY | RA | APPROVED | 2025-07-10 |
Branch Locations
5793 Widewaters Pkwy, Ste 210, Dewitt, NY 13214 • 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. | Syracuse | NY | 01/1997 | 07/2025 |
| Lpl Financial Llc | Syracuse | NY | 07/2025 | Present |
1- 07/2025 - Cadaret Advisory Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/25/2025 - 160 hours per month/ during trading 2- 07/2025 - National Integrity - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/21/2021 - 2 hours per month/ 1 hour during trading 3- 07/2025 - Cadaret Brokerage Group LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 05/08/1994 - 20 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-04-17 |
Reach out to this advisor