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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
5015 Campuswood Drive Suite 103, East Syracuse, NY 13057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutuallife Insurance Company | Syracuse | NY | 10/2010 | 09/2016 |
| Mml Investors Services | Syracuse | NY | 10/2010 | 09/2016 |
| Cadaret, Grant & Co., Inc. | Syracuse | NY | 10/2016 | 07/2025 |
| Lpl Financial Llc | East Syracuse | NY | 07/2025 | Present |
1 - 07/2025 - Meridian Wealth Management - Inv Related - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 150 Hours During Trading - At reported business location(s). 2 - 07/2025 - Weekend Fix LLC - Real Estate Rental - Inv Related - Mount Vernon, NY - OBA Start Date: 01/02/2020. 3 - 07/2025 - Lloyd G. Fix, Jr. - Non-Variable Insurance - Inv Related - 2 Hours/Month - 2 Hours During Trading - Syracuse, NY - OBA Start Date: 09/19/2016.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-21 |
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