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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 |
Branch Locations
1163 Pittsford-Victor Road Suite 240, Bldg. 4, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Pittsford | NY | 12/2008 | 07/2025 |
| Post Resch Tallon Group, Inc. | Pittsford | NY | 12/2008 | 07/2025 |
| Abbott Financial | Pittsford | NY | 03/2010 | Present |
| Lpl Financial Llc | Pittsford | NY | 07/2025 | Present |
1- 07/2025 - Dick's Sporting Goods - Outside/W-2 Employment - Sales person/ Golf Department - Not Investment Related - Coraopolis, PA - Start Date 10/10/2017 - 60 hours per month/ 0 hours during trading 2- 05/02/2026 - Abbott Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/15/2025 - 160 hours per month/ 120 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-06-18 |
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