Sara Ann Kerry

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-12-18

NY RA
APPROVED

Since 2025-12-18

Branch Locations

6319 Fly Rd Ste 1, East Syracuse, NY 13057 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cadaret, Grant & Co., Inc.	Syracuse	NY	10/2012	08/2025
Lpl Financial	East Syracuse	NY	11/2024	Present

10/2012 → 08/2025

Cadaret, Grant & Co., Inc.

Syracuse, NY
11/2024 → Present

Lpl Financial

East Syracuse, NY

Other Businesses

1. 08/2025 - Marathon Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour/Month - 8 Hour During Trading - At Reported Business Location (s) - OBA Start Date: 8/29/2025 2. 08/2025 - Sara Kerry Notary - Notary Public - Investment Related - 1 Hour/Month - 0 Hour During Trading - Manlius, NY 13104 - OBA Start Date: 12/13/2011

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-12-18

S66 Uniform Combined State Law Examination

2025-12-18

Other Names

Sara Ann Greene

View on SEC IAPD

Current Employers

Lpl Financial Llc

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews