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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-11
NY RA APPROVED 2025-07-10
  • FL RA
    APPROVED
    Since 2025-07-11
  • NY RA
    APPROVED
    Since 2025-07-10

Branch Locations

Melbourne, FL • United States

Baldwinsville, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cadaret, Grant & Co., Inc. Melbourne FL 02/2003 07/2025
Delmonico Agency Syracuse NY 03/2013 05/2024
Strickland Wealth Management, Llc Melbourne FL 03/2013 Present
Lpl Financial Llc Melbourne FL 07/2025 Present
  • 02/2003 → 07/2025
    Cadaret, Grant & Co., Inc.
    Melbourne, FL
  • 03/2013 → 05/2024
    Delmonico Agency
    Syracuse, NY
  • 03/2013 → Present
    Strickland Wealth Management, Llc
    Melbourne, FL
  • 07/2025 → Present
    Melbourne, FL
Previous Registrations
  • 2011-05-17 → 2025-07-10
    Cadaret, Grant & Co., Inc.
    Syracuse, NY
    Syracuse, NY
    Syracuse, NY
    Syracuse, NY
    Syracuse, NY
    Melbourne, FL
    Baldwinsville, NY
    Syracuse, NY
    Syracuse, NY
Other Businesses

1- 07/2025 - Strickland Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/11/2013 - 160 hours per month/ during trading 2- 07/2025 - Strickland Wealth Management LLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/01/1994 - 20 hours per month/ during trading 3- 07/2025 - Condo rental - Real Estate Rental - Investment Related - Melbourne, FL - Start Date 05/01/2024 - 1 hour per month/ 0 hours during trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-04-19
  • S63 Uniform Securities Agent State Law Examination
    1994-04-19
Designations

View on SEC IAPD

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