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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-11 |
| NY | RA | APPROVED | 2025-07-10 |
Branch Locations
4 Pine West Plaza Suite 405, Albany, NY 12205 • United States
Key West, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Albany | NY | 11/1993 | 07/2025 |
| Allen Fin'L Consultants | Clifton Park | NY | 01/1996 | 12/2016 |
| Cadaret, Grant & Co., Inc. | Key West | FL | 04/2025 | 07/2025 |
| Lpl Financial Llc | Albany | NY | 07/2025 | Present |
1 - 07/2025 - Allen Financial Consultants, Inc. - DBA for LPL Business (entity for LPL business) - Inv Related - 140 Hours/Month - 130 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-10 |
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