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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Planning Associates & Jkr & Co Inc. | Van Nuys | CA | 07/2015 | 10/2016 |
| Cadaret, Grant & Co., Inc. | Williamsville | NY | 12/2017 | 07/2025 |
| Ultimate Creations Inc. | Los Angeles | CA | 04/2017 | 07/2025 |
| Unemployed | Tujunga | CA | 11/2016 | 03/2017 |
| Lpl Financial Llc | Williamsville | NY | 07/2025 | Present |
1- 07/21/2025 - SC Parker & Co - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 6/30/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-20 |
| S65 | Uniform Investment Adviser Law Examination | 2016-04-19 |
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