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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davis Financial | Buffalo | NY | 09/2011 | Present |
| Cadaret, Grant & Co., Inc. | Buffalo | NY | 09/2011 | 07/2025 |
| Lpl Financial Llc | Hamburg | NY | 07/2025 | Present |
1- 07/2025 - Davis Financial Service - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/30/2011 - 170 hours per month/ 130 hours during trading 2- 07/2025 - Notary - Investment Related - At Reported Business Location(s) - Start Date 03/01/2005 - 1 hour per month/ 0 hours during trading 3- 07/2025 - Specific Solutions - Non-Variable Insurance - Producer - Investment Related - At Reported Business Location(s) - Start Date 10/10/2023 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-08-26 |
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