Kathleen Mary Healy Englehart

Current Employers

Employment History

• 08/2006 → 07/2025
  Cadaret, Grant & Co., Inc.
  Jericho, NY
• 08/2006 → 03/2020
  Papa/Englehart Strategic Planning
  Baldwin, NY
• 07/2025 → Present
  Lpl Financial Llc
  Jericho, NY

Previous Registrations

• 2021-05-04 → 2025-07-10
  Cadaret, Grant & Co., Inc.
  Syracuse, NY
  Baldwin, NY
  Syracuse, NY
  Syracuse, NY
  Jericho, NY
  Rockville Centre, NY
  Syracuse, NY
  Jericho, NY
  Garden City, NY

Other Businesses

1- 07/2025 - Generational Wealth Planning LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/01/2022 - 150 hours per month/ during trading 2- 07/2025 - Various Insurance Companies - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/01/2015 - 10 hours per month/ during trading 3- 07/2025 - American Investment Planners, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/01/2020 - 40 hours per month/ during trading 4- 08/04/2025 - RLB Wealth Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/01/2022 - 100 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-01-14
• S63 Uniform Securities Agent State Law Examination
  1994-05-25

Designations

Other Names

• Kathleen Healy
• Kathleen Mary Englehart