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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-11 |
| NJ | RA | APPROVED | 2025-07-10 |
| NY | RA | APPROVED | 2025-07-10 |
| PA | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Williamsville | NY | 05/2016 | Present |
| Hager Equity Group, Inc. | Niagara Falls | NY | 06/2016 | 03/2022 |
| Lpl Financial Llc | Niagara Falls | NY | 07/2025 | Present |
Insurance Sales agent of Life/Health/Annuities through Cadaret Grant Agency in the state of NY with various companies since 5/2016 to present. Insurance Sales may also be done through DBA Capital Management Group.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-19 |
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