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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
5015 Campuswood Drive Suite 103, East Syracuse, NY 13057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services Llc | Cazenovia | NY | 12/2005 | 11/2019 |
| Cadaret Grant & Co., Inc. | Syracuse | NY | 11/2019 | 07/2025 |
| Lpl Financial Llc | East Syracuse | NY | 07/2025 | Present |
1. 07/2025 - Meridian Wealth Management - Non-Variable Insurance - East Syracuse, NY - INV REL - Start Date 12/02/2019 - 40hrs/mth | 40hrs during trading 2. 07/2025 - Meridian Wealth Management - DBA for LPL Business (entity for LPL business) - East Syracuse, NY - INV REL - Start Date 12/02/2019 - 160hrs/mth | 160hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-15 |
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