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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 |
| NY | RA | APPROVED | 2025-07-10 |
Branch Locations
500 North Broadway Suites 260 & 242, Jericho, NY 11753 • United States
Melville, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barton's Limousine Llc | Farmingdale | NY | 09/2014 | 02/2020 |
| Cadaret, Grant & Co., Inc. | Melville | NY | 03/2016 | 07/2025 |
| Progressive Financial Planning Services Inc. | Melville | NY | 01/2017 | Present |
| Lpl Financial Llc | Melville | NY | 07/2025 | Present |
1. 07/10/2025- Progressive Financial Planning Services- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 07/27/2021 2. 07/10/2025- American Investment Planners- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/02/2021- 8 Hours Per Month- 8 Hours During Trading 3. 07/10/2025-Taylors Woodshop- Business Owner- Not INV Related- At Reported Business Location(s)- Start date 06/01/2016- 2 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-05 |
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