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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 | 2025-07-10 |
Branch Locations
500 North Broadway Suites 260 & 242, Jericho, NY 11753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greater Developmental Disabilities Inc. | Hicksville | NY | 03/2017 | 08/2018 |
| Super Soccer Stores | Huntington Station | NY | 06/2016 | 10/2016 |
| Unemployed | Woodmere | NY | 10/2016 | 03/2017 |
| Cadaret, Grant & Co., Inc. | Jericho | NY | 09/2018 | 07/2025 |
| Lpl Financial Llc | Jericho | NY | 07/2025 | Present |
1- 07/2025 - American Taxes, Inc. - Tax Prep/Accounting/CPA - Tax preparer - Investment Related - At Reported Business Location(s) - Start Date 03/01/2024 - 5 hours per month/ during trading 2- 07/2025 - American Investment Planners LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/01/2018 - 160 hours per month/ during trading 3- 04/09/2026 - Magor Tax Planners LLC - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) -Start Date 02/03/2026 - 20 hours per month/ 1 hour during trading 4- 04/24/2026 - Magor Deel Wealth Planners LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Jericho, NY - Start Date 03/23/2026 - 4 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-07-19 |
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