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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-10 |
Branch Locations
375 Horsham Road Suite 100, Horsham, PA 19044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tax Aid Associates | Horsham | PA | 07/2002 | Present |
| Cadaret, Grant & Co., Inc. | Horsham | PA | 10/2008 | 07/2025 |
| Lpl Financial Llc | Horsham | PA | 07/2025 | Present |
1. 07/10/2025- Tax Aid Associates- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 07/01/2002- 77 Hours Per Month- 40 Hours During Trading 2. 07/10/2025- Mark Maertzig- Notary- INV Related- At Reported Business Location(s)- Start date 07/03/2019- 1 Hour Per Month- 1 Hour During Trading 3. 07/10/2025- Mark Maertzig- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 07/01/2006- 7 Hours Per Month- 7 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-27 |
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