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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-07-10 |
| OH | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
4405 Talmadge Road, Suite A, Toledo, OH 43623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Toledo | OH | 01/2015 | 07/2025 |
| Capital Managemnt Strategies Llc | Toledo | OH | 01/2015 | Present |
| Lpl Financial Llc | Toledo | OH | 07/2025 | Present |
1. 07/10/2025- Capital Management Strategies- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/01/2015- 160 Hours Per Month- 160 Hours During Trading 2. 07/10/2025- Erin Jones Briney-Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/04/2015- 10 Hours Per Month- 5 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-27 |
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