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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-09 |
| NY | RA | APPROVED | 2024-08-26 |
Branch Locations
1343 Long Pond Rd Ste C, Rochester, NY 14626 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
2154 Fairport Nine Mile Point Rd, Fairport, NY 14450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tax & Investment Group | Rochester | NY | 06/2009 | Present |
| Cadaret, Grant & Co., Inc. | Rochester | NY | 01/2010 | 12/2016 |
| Sagepoint Financial, Inc. | Rochester | NY | 12/2016 | 08/2024 |
| Osaic Wealth, Inc. | Rochester | NY | 09/2023 | 08/2024 |
| Lpl Financial | Rochester | NY | 08/2024 | Present |
1. Tax & Investment Group- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- 160 hrs per mnth- 8 hrs during trading 2. Har Din Inc dba TAIG- Tax Prep/Accounting/CPA- NY 14626- Inv Rel- 40 hrs per mnth- 10 hrs during trading- Start Date 09/01/2014 3) 05/28/2025 - Pagano DiNicola Wealth Management & Stategic Tax S - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location (s)- Start Date: 05/12/2025- 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-01 |
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