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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 |
|---|---|---|---|---|
| Lincoln Financial Advisors | Amherst | NY | 08/2015 | 03/2018 |
| Cadaret, Grant & Co., Inc. | Niagara Falls | NY | 03/2018 | 07/2025 |
| Lpl Financial Llc | Niagara Falls | NY | 07/2025 | Present |
1- 07/2025 - Impact Financial Strategies - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/01/2023 - 140 hours per month/ during trading 2- 07/2025 - Bespoke Planning, Inc. - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - Start Date 04/01/2023 - 160 hours per month/ 140 hours during trading 3- 07/2025 - Matthew Wright - Non-Variable Insurance - advisor - Investment Related - At Reported Business Location(s) - Start Date 05/01/2018 - 4 hours per month/ 4 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-08-11 |
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