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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-30 |
| AZ | RA | APPROVED | 2025-07-10 |
Branch Locations
7075 W Bell Road Suite 8, Glendale, AZ 85308 • United States
100 Madison Street Suite 1300, Syracuse, NY 13202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Glendale | AZ | 01/2009 | 10/2017 |
| Woodbury Financial Services Inc | Glendale | AZ | 10/2017 | 12/2023 |
| Cadaret Grant & Co., Inc. | Glendale | AZ | 12/2023 | Present |
| Lpl Financial Llc | Glendale | AZ | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-02 |
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