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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities & Investment Advisors | Canastota | NY | 03/2008 | Present |
| Cadaret, Grant & Co., Inc. | Canastota | NY | 03/2008 | 07/2025 |
| Lpl Financial Llc | Canastota | NY | 07/2025 | Present |
1- 07/2025 - Securities & Investment Advisors Inc - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/01/2008 - 50 hours per month/ 40 hours during trading 2- 07/2025 - Securities & Investment Advisors Inc - Notary - Not Investment Related - At Reported Business Location(s) - Start Date 12/21/2016 - 1 hour per month/ during trading 3- 02/27/2026 - SIA Tax & Insurance Associates - Tax Prep/Accounting/CPA - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2015 - 15 hours per month/ 5 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-05-29 |
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