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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-07-10 |
| OH | RA | APPROVED | 2025-07-10 |
Branch Locations
4405 Talmadge Road, Suite A, Toledo, OH 43623 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Toledo | OH | 01/2015 | 07/2025 |
| Capital Management Strategies Llc | Toledo | OH | 01/2015 | Present |
| Lpl Financial Llc | Toledo | OH | 07/2025 | Present |
1) 04/30/2025-Leena Bhojraj-Wealth Advisor-Non-Variable Insurance-Inv related-Toledo, OH-Start date 01/01/2015-10hrs/mth-5hrs/mth during trading 2) 04/30/2025-Capital Management Strategies-Wealth Advisor-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-06 |
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