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Lyle Weldon Hardgrove

Cfm Advisors Inc

Hauppauge, NY

Forest Hill, MD

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Current Employers
Cfm Advisors Inc

1373 Veterans Highway Suite 10, Hauppauge, NY 11788 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-01-02
  • MD RA
    APPROVED
    Since 2026-01-02

Branch Locations

1373 Veterans Highway Suite 10, Hauppauge, NY 11788 • United States

Forest Hill, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Paychex, Inc. Owings Mills MD 05/2016 05/2018
Paychex Securities Corporation Owings Mills MD 05/2016 05/2018
Cfm Advisors, Inc. Hauppauge NY 05/2022 Present
Cfm Advisors, Inc. Hauppauge NY 05/2018 05/2022
  • 05/2016 → 05/2018
    Paychex, Inc.
    Owings Mills, MD
  • 05/2016 → 05/2018
    Paychex Securities Corporation
    Owings Mills, MD
  • 05/2022 → Present
    Cfm Advisors, Inc.
    Hauppauge, NY
  • 05/2018 → 05/2022
    Cfm Advisors, Inc.
    Hauppauge, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-11
S63 Uniform Securities Agent State Law Examination 2011-08-17
  • S65 Uniform Investment Adviser Law Examination
    2022-03-11
  • S63 Uniform Securities Agent State Law Examination
    2011-08-17

View on SEC IAPD

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UNITED FINANCIAL PLANNING GROUP LLC · HAUPPAUGE, NY
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LPL FINANCIAL LLC · HAUPPAUGE, NY
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