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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 |
Branch Locations
500 North Broadway Suites 260 & 242, Jericho, NY 11753 • United States
112-41 Queens Blvd Suite 201, Forest Hills, NY 11375 • 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 Investment Planners, Llc | Jericho | NY | 10/2010 | Present |
| Lpl Financial Llc | Jericho | NY | 07/2025 | Present |
1 - 07/2025 - American Investment Planners - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s). 2 - 07/2025 - Various Insurance Carriers - Non-Variable Insurance - Inv Related - 1 Hour/Month - 1 Hour During Trading - Jericho, NY - OBA Start Date: 01/01/2011. 3 - 07/2025 - Metro Tax Group - Tax Prep/Accounting/CPA - Inv Related - 40 Hours/Month - 40 Hours During Trading - Forest Hills, NY - OBA Start Date: 01/01/2017. 4 - 07/2025 - American Taxes Inc. - Tax Prep/Accounting/CPA - Inv Related - 40 Hours/Month - 40 Hours During Trading - Jericho, NY - OBA Start Date: 01/01/2011.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-03 |
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