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1387 Fairport Rd. Suite 620, Fairport, NY 14450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2025-06-17 |
Branch Locations
1387 Fairport Rd. Suite 620, Fairport, NY 14450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fairport | NY | 01/2013 | 04/2017 |
| Clover Leaf Financial, Llc | Fairport | NY | 04/2014 | 05/2020 |
| Cadaret, Grant & Co., Inc. | Fairport | NY | 04/2017 | 11/2018 |
| Clover Leaf Financial, Llc. | Fairport | NY | 07/2015 | 05/2020 |
| Clover Leaf Financial, Llc | Fairport | NY | 04/2017 | 05/2020 |
| Summit Financial Group Inc | Fairport | NY | 11/2018 | 05/2020 |
| Cetera Advisor Networks Llc | Fairport | NY | 09/2019 | 05/2020 |
| Summit Brokerage Services, Inc. | Fairport | NY | 10/2018 | 09/2019 |
| Lpl Financial Llc | Fairport | NY | 06/2020 | Present |
1. 6/1/020 - CLOVER LEAF FINANCIAL, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - MANAGING MEMBER - Started 04/01/2013. 2. 6/1/2020 - CHANEY GROUP LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - OWNER - Started 01/2019 - 2 Hours Per Month - Time Spent 1%. 3. 12/28/2020 - Clover Leaf Financial, LLC - DBA: Clover Leaf Digital Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/18/2020 - 5 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-29 |
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