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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 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
3031 Tisch Way 110 Plaza West, San Jose, CA 95128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | San Jose | CA | 09/2015 | 01/2023 |
| Strategic Wealth Advisors Group, Llc | San Jose | CA | 09/2015 | 01/2023 |
| Cadaret, Grant & Co., Inc. | San Jose | CA | 01/2023 | 07/2025 |
| Lpl Financial Llc | San Jose | CA | 07/2025 | Present |
1- 07/2025 - Cypress Private Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/01/2017 - 160 hours per month/ 120 hours during trading 2- 07/2025 - Exclusive Insurance. - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 05/01/2019 - 1 hour per month/ during trading 3- 07/2025 - Sage Planning Solutions - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2023 - 160 hours per month/ 120 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-14 |
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