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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
112-41 Queens Blvd Suite 201, Forest Hills, NY 11375 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Forest Hills | NY | 01/2022 | 07/2025 |
| Fox Rehab | Bayside | NY | 12/2019 | Present |
| Iaso Physical Therapy | Bayside | NY | 12/2018 | 12/2019 |
| Associates Therapists Of Bayside | Bayside | NY | 12/2009 | 12/2018 |
| Lpl Financial Llc | Forest Hills | NY | 07/2025 | Present |
1- 07/2025 - Metro Tax Group - Tax Prep/Accounting/CPA - Tax Preparer - Investment Related - At Reported Business Location(s) - Start Date 03/01/2024 - 72 hours per month/ during trading 2- 07/2025 - American Investment Planners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/01/2021 - 70 hours per month/ during trading 3- 07/2025 - Fox Rehabilitation - Outside/W-2 Employment - Physical Therapist - Not Investment Related - Cherry Hill, NJ - Start Date 12/18/2019 - 72 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-28 |
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