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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 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 11/2014 | 02/2018 |
| Questar Asset Management | Minneapolis | MN | 11/2014 | 02/2018 |
| Axa Advisors, Llc | New York | NY | 02/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 02/2018 | 04/2023 |
| Cadaret, Grant & Co., Inc. | Jupiter | FL | 04/2023 | 07/2025 |
| Lpl Financial Llc | Jupiter | FL | 07/2025 | Present |
1- 07/2025 - Jupiter Christian School - Coach/ Sports/ Fitness - JV Football Coach - Not Investment Related - Jupiter, FL - Start Date 04/01/2025 - 15 hours per month/ 0 hours during trading 2- 07/2025 - Non-Variable Insurance - Financial Advisor - Investment Related - At Reported Business Location(s) - Start Date 03/01/2010 - 20 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-17 |
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