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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 |
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
2 Seaview Blvd Ste 101, Port Washington, NY 11050 • 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 |
|---|---|---|---|---|
| Cantella & Co Inc | Boston | MA | 11/2007 | 11/2022 |
| Cadaret Grant & Co., Inc. | Garden City | NY | 11/2022 | 07/2025 |
| Lpl Financial Llc | Garden City | NY | 07/2025 | Present |
1 - 07/2025 - Bradford Pine Wealth Group - DBA for LPL Business (entity for LPL business) - Inv Related - 180 Hours/Month - 140 Hours During Trading - At reported business location(s). 2 - 07/2025 - Macc SJ Ltd. - Business Entity For Tax/Investment Purposes Only - Inv Related - Westbury, NY - OBA Start Date: 09/01/2007. 3 - 07/2025 - 10 Tips For Your Retirement Rollover - Author - Inv Related - Garden City, NY - OBA Start Date: 02/01/2012. 4 - 07/2025 - Swab My Cheek - Author - Not Inv Related - Westbury, NY - OBA Start Date: 02/01/2012. 5 - 07/2025 - Bradford Pine - Non-Variable Insurance - Inv Related - Garden City, NY - OBA Start Date: 08/01/2014.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-10 |
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