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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-07 |
| FL | RA | APPROVED | 2025-07-11 |
| NY | RA | APPROVED | 2025-07-10 |
Branch Locations
500 North Broadway Suites 260 & 242, Jericho, NY 11753 • United States
7777 Glades Road Suite 100, Boca Raton, FL 33434 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Jericho | NY | 06/1998 | 07/2025 |
| American Taxes, Inc. | Jericho | NY | 09/2005 | Present |
| American Investment Planners, Llc | Jericho | NY | 10/2010 | 12/2022 |
| Cadaret, Grant & Co., Inc. | Boca Raton | FL | 10/2015 | 07/2025 |
| Lpl Financial Llc | Jericho | NY | 07/2025 | Present |
1- 07/2025 - John L'Abbate LLC - Tax Prep/Accounting/CPA - Tax preparer - Investment Related - At Reported Business Location(s) - Start Date 01/01/2023 - 1 hour per month/ during trading 2- 07/2025 - American Taxes Inc - Tax Prep/Accounting/CPA - Tax Accountant - Investment Related - At Reported Business Location(s) - Start Date 01/01/2005 - 80 hours per month/ during trading 3- 07/2025 - American Investment Planners LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2011 - 80 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-09-03 |
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