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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joseph R. Calandra, Cfp (Self Employed) | Lewes | DE | 07/1994 | Present |
| Cadaret, Grant & Co., Inc. | Lewes | DE | 07/2007 | 07/2025 |
| Calandra Financial Services | Lewes | DE | 07/2007 | Present |
| Lpl Financial Llc | Lewes | DE | 07/2025 | Present |
1- 07/2025 - Calandra Financial Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/26/2007 - 173 hours per month/ during trading 2- 07/2025 - Joseph R Calandra, CFP - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 04/20/1991 - 10 hours per month/ during trading 3- 07/2025 - Calandra Financial Services - Tax Prep/Accounting/CPA - Accredited Tax Preparer - Investment Related - At Reported Business Location(s) - Start Date 02/01/1991 - 16 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-06 |
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