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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 |
| NC | RA | APPROVED | 2025-07-10 |
| PA | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
4 Pine West Plaza Suite 405, Albany, NY 12205 • United States
2 disclosure categories 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. | Albany | NY | 11/2005 | Present |
| Bell Financial Llc | Albany | NY | 11/2005 | Present |
| Lpl Financial Llc | Albany | NY | 07/2025 | Present |
1. 07/10/2025- Bell Financial- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 11/04/2005- 50 Hours Per Month- 50 Hours During Trading 2. 07/10/2025- American Investment Planners LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 03/14/2025- 1 Hour Per Month- 1 Hour During Trading 3. 07/10/2025- Bell Financial- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 10/12/2006- 5 Hours Per Month- 1 Hour During Trading 4. 07/10/2025-Bell Financial LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 03/27/2014- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-26 |
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