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Joseph Robert Calandra

LPl Financial LLC

Lewes, DE

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-07-10
  • DE RA
    APPROVED
    Since 2025-07-10

Branch Locations

Lewes, DE • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/1994 → Present
    Joseph R. Calandra, Cfp (Self Employed)
    Lewes, DE
  • 07/2007 → 07/2025
    Cadaret, Grant & Co., Inc.
    Lewes, DE
  • 07/2007 → Present
    Calandra Financial Services
    Lewes, DE
  • 07/2025 → Present
    Lewes, DE
Previous Registrations
  • 2007-07-09 → 2025-07-10
    Cadaret, Grant & Co., Inc.
    Syracuse, NY
    Lewes, DE
    Syracuse, NY
    Syracuse, NY
    Syracuse, NY
  • 2002-05-23 → 2007-07-09
    1717 Capital Management Company
    Monroe, NY
    Newark, DE
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-22
S63 Uniform Securities Agent State Law Examination 1991-05-06
  • S65 Uniform Investment Adviser Law Examination
    1999-06-22
  • S63 Uniform Securities Agent State Law Examination
    1991-05-06
Designations

View on SEC IAPD

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