Brett Lawrence Goldstein

Current Employers

Employment History

• 06/1991 → Present
  The Pension Dept.
  Melville, NY
• 06/1991 → 12/2018
  Sigma, Inc.
  Jericho, NY
• 02/2000 → 07/2025
  Cadaret Grant & Co
  Melville, NY
• 07/2012 → 12/2022
  American Investment Planners
  Jericho, NY
• 06/2015 → 06/2018
  Cadaret, Grant & Co., Inc.
  Boca Raton, FL
• 07/2012 → 06/2018
  American Investment Planners
  Jericho, NY
• 07/2025 → Present
  Lpl Financial Llc
  Melville, NY

Previous Registrations

• 2021-05-04 → 2025-07-10
  Cadaret, Grant & Co., Inc.
  Plainview, NY
  Jericho, NY
  Boca Raton, FL
  Melville, NY
• 2021-06-28 → 2022-12-19
  American Investment Planners Llc
  Jericho, NY

Other Businesses

1) 07/10/2025-Brett Goldstein-Health and Life Insurance Agent-Non-Variable Insurance-Inv related-At Melville, NY-Start date 06/01/1991-10hrs/mth-10hrs/mth during trading 2) 07/10/2025-The Pension Department, Inc.-Owner-Third Party Administrator (TPA)-Not Inv related-At Melville, NY-Start date 06/01/1991-130hrs/mth-130hrs/mth during trading 3) 07/10/2025-Handwriting Expert New York, Inc.-Forensic Document Examiner-Outside/W-2 Employment-Not Inv related-At Melville, NY-Start date 07/15/2020-10hrs/mth-10hrs/mth during trading 4) 07/10/2025-American Investment Planners-Representative-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 07/12/2012-10hrs/mth-10hrs/mth during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-12-14