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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 |
| PA | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Wolcott | NY | 07/2006 | 07/2025 |
| Pcm Advisors | Wolcott | NY | 07/2006 | 01/2025 |
| Polacek Capital Management | Wolcott | NY | 07/2006 | 01/2025 |
| Pcm Advisors - Polacek Capital Management | Baldwinsville | NY | 01/2016 | 01/2025 |
| Cadaret, Grant & Co., Inc. | Clearwater | FL | 01/2025 | 07/2025 |
| Lpl Financial Llc | Clearwater | FL | 07/2025 | Present |
1) 07/10/2025-Wayne Business Services-Tax Accountant/Owner-Tax Prep/Accounting/CPA-Inv related-At Wolcott, NY-Start date 06/01/2008-25hrs/mth-25hrs/mth during trading 2) 07/10/2025-Eras Wealth Management-President-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 01/01/2025-120hrs/mth-120hrs/mth during trading 3) 07/10/2025-IAABO Board 38-Boys Basketball Referee-Coach/ Sports/ Fitness-Not inv related-At Clearwater, FL-10hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-01 |
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