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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-07 |
| NY | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2021 | 10/2024 |
| Fisher Auto Parts | Staunton | VA | 10/2017 | 08/2021 |
| 234 Culpepper Dba World Automotive | Bemus Point | NY | 07/2007 | 09/2017 |
| Cadaret, Grant & Co., Inc. | Hamburg | NY | 11/2024 | 07/2025 |
| Lpl Financial Llc | Hamburg | NY | 07/2025 | Present |
1. 07/2025 - Lions Club of Boston NY - Non-Profit Board Member - North Boston, NY - NOT INV REL - Start Date 10/05/2021 - 2hrs/mth | 0hrs during trading 2. 07/2025 - Eden Chamber of Commerce - Non-Profit Board Member - Eden, NY - NOT INV REL - Start Date 10/07/2021 - 2hrs/mth | 0hrs during trading 3. 07/2025 - Davis Financial Service - DBA for LPL Business (entity for LPL business) - Hamburg, NY - INV REL - Start Date 01/01/2025 60hrs/mth | 30hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-12 |
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