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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 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
6928 Williams Road, Niagara Falls, NY 14304 • United States
2350 North Forest Road Suite 18A, Getzville, NY 14068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Getzville | NY | 07/2016 | 07/2025 |
| Sunbridge Management Inc. | East Amherst | NY | 07/2016 | 11/2019 |
| Lpl Financial Llc | Getzville | NY | 07/2025 | Present |
1 - 07/2025 - Beyond Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 240 Hours/Month - 160 Hours During Trading - At reported business location(s). 2 - 07/2025 - Elma Land Conservancy LLC - Business Entity For Tax/Investment Purposes Only - Inv Related - 30 Hours/Month - Barker, NY - OBA Start Date: 02/06/2009.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-08-03 |
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