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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-08-06 |
Branch Locations
124 Hebron Ave Suite 3B-1, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premier Cpas P.C. | Glastonbury | CT | 01/2009 | Present |
| Investacorp Advisory Services, Inc. | Miami | FL | 09/2015 | 08/2020 |
| Securities America Advisors, Inc. | La Vista | NE | 07/2020 | 05/2023 |
| Cadaret, Grant & Co., Inc. | Glastonbury | CT | 05/2023 | 07/2025 |
| Lpl Financial Llc | East Lyme | CT | 07/2025 | Present |
1) 07/15/2025 - Extreme Profit LLC, 211 Boston Post Rd, East Lyme CT 06333, rental property, 50% owner, not investment related, 04/20/2006 to present, 2 hours per month, 2 hours during trading, profit participation, self rental to CPA firm, all powers all duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-09 |
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