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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
1157 Fairport Road Suite 203, Fairport, NY 14450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Fairport | NY | 05/2006 | 07/2025 |
| Rw Lloyd Financial | Fairport | NY | 05/2006 | Present |
| Lpl Financial Llc | Fairport | NY | 07/2025 | Present |
1. 07/2025 - Motherfrippa LLC - Real Estate Rental - Fairport, NY - INV REL - Start Date 09/01/2024 - 1hr/mth |1hr during trading 2. 07/2025 - Upstate Special Risk Services Inc - Non-Variable Insurance - Rochester, NY - INV REL - Start Date 09/04/2016 - 1hr/mth | 0hrs during trading 3. 07/2025 - T.J. Lloyd Consulting - Business Entity For Tax/Investment Purposes Only - Fairport, NY - INV REL - Start Date 01/01/2000 - 1hr/mth |1hr during trading 4. 07/2025 - RW Lloyd Financial - DBA for LPL Business (entity for LPL business) - Fairport, NY - INV REL - Start Date 01/01/2016 - 160hrs/mth |160hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-07-14 |
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