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Laura Michelle Palacios

LPl Financial LLC

Jericho, NY

Huntington, NY

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-11
NY RA APPROVED 2025-07-10
  • FL RA
    APPROVED
    Since 2025-07-11
  • NY RA
    APPROVED
    Since 2025-07-10

Branch Locations

500 North Broadway Suites 260 & 242, Jericho, NY 11753 • United States

454 New York Avenue, Huntington, NY 11743 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Signature Securities Group Corp./Signature Bank New York NY 08/2007 05/2023
Cadaret, Grant & Co., Inc. Jericho NY 05/2023 07/2025
Lpl Financial Llc Huntington NY 07/2025 Present
  • 08/2007 → 05/2023
    Signature Securities Group Corp./Signature Bank
    New York, NY
  • 05/2023 → 07/2025
    Cadaret, Grant & Co., Inc.
    Jericho, NY
  • 07/2025 → Present
    Huntington, NY
Previous Registrations
  • 2023-05-30 → 2025-07-10
    Cadaret, Grant & Co., Inc.
    Boca Raton, FL
    Jericho, NY
    Huntington, NY
  • 2007-08-13 → 2023-06-01
    Garden City, NY
    Garden City, NY
  • 2007-05-29 → 2007-08-16
    Mineola, NY
  • 2004-11-09 → 2007-05-29
    Citicorp Investment Services
    Mineola, NY
    Mineola, NY
Other Businesses

1- 07/2025 - Sab Y Bella Holdings LLC - Real Estate Rental - Investment Related - Huntington Station, NY - Start Date 10/01/2008 - 5 hours per month/ 0 hours during trading 2- 07/2025 - Violet Enterprises LLC - Real Estate Rental - Investment Related - Mineola, NY - Start Date 04/01/2013 - 5 hours per month/ 0 hours during trading 3- 07/2025 - PFL Holdings LLC - Real Estate Rental - Investment Related - Bay Shore, NY - Start Date 02/01/2019 - 5 hours per month/ 0 hours during trading 4- 07/2025 - American Investment Planners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/30/2023 - 160 hours per month/ during trading 5- 07/2025 - Various insurance carriers - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 07/14/2000 - 5 hours per month/ during trading 6- 07/2025 - Huntington Matters - For-Profit Board Member - Treasurer - Not Investment Related - Huntington Station, NY - Start Date 09/07/2023 - 1 hour per month/ 0 hours during trading 7- 07/2025 - Generational Wealth Planning LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/30/2023 - 1 hour per month/ during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-05-25
S63 Uniform Securities Agent State Law Examination 2000-06-05
  • S65 Uniform Investment Adviser Law Examination
    2004-05-25
  • S63 Uniform Securities Agent State Law Examination
    2000-06-05
Other Names
  • Laura Kirchgasessner
  • Laura Michelle Kirchgaessner

View on SEC IAPD

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