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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
930 Albany Shaker Road Suite 110, Latham, NY 12110 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anchor Agency (Purchased By Pioneer Bank) | Albany | NY | 11/2002 | 11/2016 |
| Cadaret, Grant & Co., Inc. | Albany | NY | 01/2010 | 11/2016 |
| Lpl Financial | Albany | NY | 11/2016 | 12/2018 |
| Pioneer Bank | Albany | NY | 11/2016 | 12/2018 |
| Cadaret, Grant & Co., Inc. | Altamont | NY | 01/2019 | 07/2025 |
| Lpl Financial Llc | Latham | NY | 07/2025 | Present |
1. 07/2025 - Sage Financial Associates - DBA for LPL Business (entity for LPL business) - Latham, NY - INV REL - Start Date 09/01/2023 - 150hrs/mth | 120hrs during trading 2. 07/2025 - Michelle Lyman - Non-Variable Insurance - Latham, NY - INV REL - Start Date 07/01/2021 - 22hrs/mth | 22hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-01-17 |
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