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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
5015 Campuswood Drive Suite 103, East Syracuse, NY 13057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Company | Cicero | NY | 10/2009 | 08/2022 |
| Bldg 6035 Llc | Cicero | NY | 10/2016 | 12/2022 |
| Cadaret, Grant & Co., Inc. | East Syracuse | NY | 03/2024 | 07/2025 |
| Anthony Falso Agency | Cicero | NY | 08/2022 | 03/2024 |
| Lpl Financial Llc | East Syracuse | NY | 07/2025 | Present |
1- 07/2025 - Meridian Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/15/2024 - 160 hours per month/ during trading 2- 07/2025 - Tarvia Seal - Outside/W-2 Employment - Manual Laborer - Not Investment Related - N Syracuse, NY - Start Date 05/13/2024 - 100 hours per month/ 40 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-30 |
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