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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-18 |
| NJ | RA | APPROVED | 2018-10-18 |
Branch Locations
713 W. Kennedy Blvd., Lakewood, NJ 08701 • United States
1559 Laguna Lane, Lakewood, NJ 08701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Lakewood | NJ | 11/2011 | 10/2018 |
| Mayco Financial Services | Lakewood | NJ | 11/2011 | Present |
| Lpl Financial Llc | Lakewood | NJ | 10/2018 | Present |
1)10/17/18- Mayco Financial Services- DBA for LPL Business (entity for LPL business)- Inv. Related- Lakewood, NJ- start date 3/1/11- 100% 2)10/17/18- Real Estate Investment- Investor / partner - Inv. Related- Baltimore, MD -start date 6/2018- 2hrs/mth 3)10/17/18- Non-Variable Insurance- Agent for Life Health- Inv. Related- Lakewood, NJ- start date 1/01/2011- 25hrs/mth- 10% 4). 10/17/2018 - Mayco Financial Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date:01/01/2011 - 25 Hours Per Month/1 Hours During Trading - Time Spent: 10%. 5). 01/28/2019 - TYH Financial LLC - Not investment related - At reported business location(s) - Business Entity For Tax/Investment Purposes Only - start date:12/26/2018. 6) 1/31/2022 - No Business Name - Investment Related - Toms River NJ 08755 - Real Estate Rental - Started 06/08/2020 - 2 Hours Per Month/0 Hours During Securities Trading. 7) 1/31/2022 - No Business Name - Investment Related - Toms River NJ - Real Estate Rental - Started 08/24/2021 - 2 Hours Per Month/0 Hours During Securities Trading. 8) 05/03/2022 - No Business Name - Investment Related - Lakewood NJ 08701. - Real Estate Rental - Start Date - 03/08/2022 - 0 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-24 |
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