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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-24 |
| NY | RA | APPROVED | 2025-07-10 |
Branch Locations
3 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 |
|---|---|---|---|---|
| Petersen Investments, Inc. | New York | NY | 05/1998 | 02/2018 |
| Royal Alliance | New York | NY | 02/2018 | 05/2019 |
| Cadaret, Grant & Co., Inc. | Oyster Bay | NY | 05/2019 | 07/2025 |
| Lpl Financial Llc | Oyster Bay | NY | 07/2025 | Present |
1) 07/10/2025 - Petersen Advisors LLC / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 360 hrs per month - 160 Total Hours per month during trading 2) 07/10/2025 - Kevin Thomas Curry / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 360 hrs per month - 160 Total Hours per month during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-08 |
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