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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 |
Branch Locations
6470 New Taylor Road, Orchard Park, NY 14127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Orchard Park | NY | 04/1990 | 07/2025 |
| Lpl Financial Llc | Orchard Park | NY | 07/2025 | Present |
1- 07/2025 - ClearPlan Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/05/2019 - 50 hours per month/ 30 hours during trading 2- 07/2025 - Andrew Adelman - Coach/ Sports/ Fitness - High school soccer referee - Not Investment Related - Orchard Park, NY - Start Date 04/02/1987 - 4 hours per month/ 0 hours during trading 3- 07/2025 - Patrick A. Lally Family Trust - Act in a Fiduciary Capacity - Not Investment Related - West Falls, NY - Start Date 12/31/2008 - 1 hour per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-07-02 |
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