Michael Allen Triebwasser

Current Employers

Employment History

• 06/2016 → 07/2025
  Cadaret, Grant & Co., Inc.
  Melville, NY
• 07/2021 → Present
  Progressive Financial Planning Services, Inc.
  Melville, NY
• 07/2025 → Present
  Lpl Financial Llc
  Melville, NY

Previous Registrations

• 2021-05-04 → 2025-07-10
  Cadaret, Grant & Co., Inc.
  Melville, NY
  Bohemia, NY
  Melville, NY
  Jericho, NY
• 2012-12-05 → 2014-06-26
  Park Avenue Securities Llc
  New York, NY
  Bohemia, NY
  New York, NY
  New York, NY
  New York, NY

Other Businesses

1. 07/10/2025- Progressive Financial Planning Services Inc.-Registered Investment Advisor- INV Related- At Reported Business Location(s)- Start date 03/06/2019- 150 Hours Per Month- 150 Hours During Trading-I provide financial planning and consulting services through Progressive Financial Services Inc. an independent investment advisor firm. I started this business activity in 7/2025. I expect to spend approximately 150 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 07/10/2025- Progressive Financial Planning Services Inc.-DBA for LPL Business (entity for LPL business)- INV Related- At Reported business Location(s)- Start date 03/06/2019- 150 Hours Per Month- 150 Hours During Trading 3. 07/10/2025- American Investment Planners- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 03/06/2025- 150 Hours Per Month- 150 Hours During Trading 4. 07/10/2025- Insurance sales- Non-Variable Insurance- Not INV Related- At Reported Business Location(s)- Start date 04/01/2025- 5 Hours Per Month- 3 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-02-05