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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-29 |
| FL | RA | APPROVED | 2025-07-11 |
| NJ | RA | APPROVED | 2025-07-10 |
Branch Locations
2 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 |
|---|---|---|---|---|
| Royal Alliance | Wall | NJ | 02/2018 | 05/2019 |
| Cadaret, Grant & Co., Inc. | Wall | NJ | 05/2019 | 11/2019 |
| Cb Daily | Manalapan | NJ | 11/2018 | 07/2025 |
| Cadaret, Grant & Co., Inc. | Wall | NJ | 10/2020 | 07/2025 |
| Cadaret, Grant & Co., Inc. | Naples | FL | 10/2021 | 07/2025 |
| Lpl Financial Llc | Little Silver | NJ | 07/2025 | Present |
| Petersen Investments, Inc. | New York | NY | 03/1997 | 02/2018 |
1. 07/10/2025- Petersen Advisors- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 06/17/2025- 1 Hour Per Month-1 Hour During Trading 2. 07/10/2025- Petersen Advisors- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 06/17/2025- 40 Hours Per Month- 40 Hours During Trading 3. 04/15/2026 - Mark DAnnunzio - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/14/2026 - 2 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-16 |
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