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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-07-10
  • NY RA
    APPROVED
    Since 2025-07-10

Branch Locations

59 W Grand Street, Palatine Bridge, NY 13428 • United States

2502 State Route 5, Schuyler, NY 13502 • United States

536 East Main Street, Little Falls, NY 13365 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cadaret, Grant & Co., Inc. Palatine Bridge NY 12/2021 07/2025
Wilcor International Schuyler NY 01/2021 12/2021
Leatherstocking Golf Course Cooperstown NY 06/2019 10/2021
Canajoharie Canajoharie NY 06/2015 11/2021
Wadsworth General Contracting Palatine Bridge NY 01/2017 04/2020
Walmart Cobleskill NY 02/2018 03/2018
Village Of Ames Ames NY 05/2017 04/2018
Umemployed Canajoharie NY 04/2020 08/2020
Lpl Financial Llc Schuyler NY 07/2025 Present
  • 12/2021 → 07/2025
    Cadaret, Grant & Co., Inc.
    Palatine Bridge, NY
  • 01/2021 → 12/2021
    Wilcor International
    Schuyler, NY
  • 06/2019 → 10/2021
    Leatherstocking Golf Course
    Cooperstown, NY
  • 06/2015 → 11/2021
    Canajoharie
    Canajoharie, NY
  • 01/2017 → 04/2020
    Wadsworth General Contracting
    Palatine Bridge, NY
  • 02/2018 → 03/2018
    Walmart
    Cobleskill, NY
  • 05/2017 → 04/2018
    Village Of Ames
    Ames, NY
  • 04/2020 → 08/2020
    Umemployed
    Canajoharie, NY
  • 07/2025 → Present
    Schuyler, NY
Previous Registrations
  • 2023-09-27 → 2025-07-10
    Cadaret, Grant & Co., Inc.
    Schuyler, NY
    Little Falls, NY
    Palatine Bridge, NY
Other Businesses

1. 07/10/2025- Van Meter Tax Services, Inc.- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 12/31/2021- 80 Hours Per Month- 80 Hours During Trading 2. 07/10/2025- Van Meter & Van Meter, LLC- INV Related- At Reported Business Location(s)- Start date 07/29/2024- 80 Hours Per Month- 80 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-28
  • S66 Uniform Combined State Law Examination
    2023-08-28

View on SEC IAPD

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