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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-10 |
| ID | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
16 N Marengo Avenue, Suite 500, Pasadena, CA 91101 • United States
Couer D'ALene, ID • United States
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Los Gatos | CA | 04/2005 | 01/2023 |
| Strategic Wealth Advisors Group, Llc | Los Gatos | CA | 07/2016 | 01/2023 |
| Cadaret Grant & Co., Inc. | Pasadena | CA | 01/2023 | Present |
| Lpl Financial Llc | Los Gatos | CA | 07/2025 | Present |
1.05/08/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name SAGE PLANNING SOLUTIONS; Investment Related; at Reported Business Location(s); Start Date 03/01/2023; 10hrs/mth; 10hrs during trading 2.05/08/2025; REALTOR; Mortgage/Real Estate Services; Investment Related; Coeur D Alene,ID; Start Date 04/01/2016; 0hrs/mth; 0hrs during trading 3.05/16/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name NOVUS WEALTH GROUP; Investment Related; at Reported Business Location(s); Start Date 06/01/2023; 160hrs/mth; 160hrs during trading 4.05/29/2025; air bnb rental; Real Estate Rental; Investment Related; Post Falls,ID; Start Date 08/01/2023; 0hrs/mth; 0hrs during trading 5.05/29/2025; AIR BNB RENTAL; Real Estate Rental; Investment Related; Post Falls,ID; Start Date 07/01/2024; 0hrs/mth; 0hrs during trading 6.05/29/2025; MARSHALL LLC; Real Estate Rental; Investment Related; Coeur D Alene,ID; Start Date 01/01/2016; 0hrs/mth; 0hrs during trading 7.01/22/2026; MARSHALL WEALTH MANAGEMENT GROUP; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 01/01/2025; 10hrs/mth; 10hrs during trading 8.08/05/2026; Brad Marshall; Business Owner; Not Investment Related; San Jose,CA; Start Date 08/03/2026; 2hrs/mth; 0hrs during trading 9. 08/05/2026 - Everytripco - Business Owner - Not Investment Related - San Jose, CA - Start Date 08/03/2026 - 3 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-22 |
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