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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
800 Westchester Ave Suite 641N, Rye Brook, NY 10573 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Rye Brook | NY | 03/2002 | 07/2025 |
| M2 Asset Management | Rye Brook | NY | 11/2004 | Present |
| Mdic Investment Advisory Services | Bronxville | NY | 01/2014 | 07/2019 |
| Lpl Financial Llc | Rye Brook | NY | 07/2025 | Present |
1. 07/10/2025- Matthew A Matcovsky- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 04/07/1990- 160 Hours Per Month- 130 Hours During Trading 2. 07/10/2025- M2 Asset Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 11/07/2005-160 Hours Per Month- 130 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-14 |
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