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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-11 |
| NY | RA | APPROVED | 2025-07-10 |
Branch Locations
7777 Glades Road Suite 100, Boca Raton, FL 33434 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Mineola | NY | 05/2021 | 06/2021 |
| Equitable Advisors, Llc | New York | NY | 07/2021 | 02/2022 |
| Florida Atlantic University | Boca Raton | NY | 05/2019 | 04/2021 |
| Sandler And Sandler Tax And Accounting Services | Mineola | NY | 01/2018 | 07/2025 |
| Culver's | Jupiter | FL | 11/2018 | 08/2020 |
| Northwell Health | New Hyde Park | NY | 03/2016 | 07/2017 |
| Jupiter High School | Jupiter | FL | 09/2017 | 06/2019 |
| Mineola High School | Mineola | NY | 09/2014 | 06/2017 |
| 16 Handles | Jericho | NY | 04/2016 | 10/2016 |
| Unemployed | Jupiter | FL | 08/2017 | 08/2017 |
| Palm Beach State College | Palm Beach | FL | 09/2017 | 05/2019 |
| Cadaret, Grant & Co., Inc. | Jericho | NY | 03/2022 | 07/2025 |
| Cadaret, Grant & Co., Inc. | Boca Raton | FL | 05/2025 | 07/2025 |
| Lpl Financial Llc | Boca Raton | FL | 07/2025 | Present |
1. 07/2025 - Sandler and Sandler Tax And Accounting Services - Tax Prep/Accounting/CPA - Port Saint Lucie, FL - INV REL - Start Date 01/01/2018 - 30hrs/mth | 30hrs during trading 2. 07/2025 - American Investment Planners - DBA for LPL Business (entity for LPL business) - Jericho, NY - INV REL - Start Date 02/01/2023 - 30hrs/mth | 30hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-22 |
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