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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-07-10 |
| NJ | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
1 University Plaza Drive Suite 114, Hackensack, NJ 07601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Athens | GA | 08/2011 | 07/2025 |
| New Horizon Financial Corp. | Athens | GA | 08/2011 | Present |
| Lpl Financial Llc | Athens | GA | 07/2025 | Present |
1. 07/10/2025- New Horizon Financial Tax Services, LLC- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 11/28/2011- 1 Hour Per Month- 1 Hour During Trading 2. 07/10/2025- New Horizon Financial- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 11/11/2011- 40 Hours Per Month- 40 Hours During Trading 3. 07/10/2025-United Healthcare- Non-Variable Insurance- INV Related- At Reported Business Location(s)-Start date 03/01/2012-1 Hour Per Month- 1 Hour During Trading 4. 07/10/2025- Kansas City Life Insurance- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 1 Hour Per Month- 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-17 |
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