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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hms Financial Group | Dedham | MA | 06/2016 | 07/2025 |
| Cadaret, Grant & Co., Inc. | Dedham | MA | 06/2016 | 07/2025 |
| Lpl Financial Llc | Dedham | MA | 07/2025 | Present |
1. 07/2025 - Petersen Advisors - DBA for LPL Business (entity for LPL business) - Little Silver, NJ - INV REL - Start Date 04/30/2025 - 160hrs/mth | 160hrs during trading 2. 08/15/2025 - HMS Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/01/2016 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-22 |
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