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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-21 |
| NJ | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Petersen Investments, Inc. | New York | NY | 03/1997 | 02/2018 |
| Royal Alliance | Little Silver | NJ | 02/2018 | 05/2019 |
| Cadaret, Grant & Co., Inc. | Little Silver | NJ | 05/2019 | 07/2025 |
| Lpl Financial Llc | Little Silver | NJ | 07/2025 | Present |
1. 07/10/2025- Petersen Advisors LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 10/04/2018- 200 Hours Per Month- 200 Hours During Trading 2. 07/10/2025- Riley and Shapiro- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/06/2023- 200 Hours Per Month- 200 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-23 |
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