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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 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
4 Pine West Plaza Suite 405, Albany, NY 12205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Albany | NY | 08/2008 | 07/2025 |
| Lpl Financial Llc | Albany | NY | 07/2025 | Present |
1. 07/10/2025- Bell Financial- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 05/15/2013- 160 Hours Per Month- 160 Hours During Trading 2. 07/10/2025- Daniel McCarty- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 12/01/2006- 2 Hours Per Month- 2 Hours During Trading 3. 07/10/2025- Daniel McCarty-Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 03/01/2006- 2 Hours Per Month- 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-09 |
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