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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 |
|---|---|---|---|---|
| Lucius Restaurant | Hamburg | NY | 07/2017 | 09/2017 |
| Town Of Hamburg Rec Department | Hamburg | NY | 10/2017 | 08/2019 |
| Unemployed | Hamburg | NY | 09/2019 | 12/2019 |
| Consumers Beverage | Niagara Falls | NY | 12/2019 | 03/2020 |
| Tops Friendly Markets | Hamburg | NY | 04/2020 | 05/2020 |
| Davis Financial | Hamburg | NY | 06/2020 | 06/2022 |
| Cadaret Grant & Co., Inc. | Hamburg | NY | 06/2020 | 06/2022 |
| Unemployed | Hamburg | NY | 07/2010 | 07/2017 |
| Equitable Advisors Llc | New York | NY | 09/2022 | 01/2023 |
| Unemployment | Hamburg | NY | 07/2022 | 08/2022 |
| Cadaret Grant & Co., Inc. | Hamburg | NY | 01/2023 | 07/2025 |
| Lpl Financial Llc | Hamburg | NY | 07/2025 | Present |
1. 07/10/2025- Davis Financial Services- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/16/2023- 200 Hours Per Month- 130 Hours During Trading 2. 07/10/2025- Liam Davis- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/16/2023- 40 Hours Per Month- 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-17 |
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