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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 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Cobleskill | NY | 10/1989 | 07/2025 |
| Leo T. Mcallister Inc. | Cobleskill | NY | 04/1997 | Present |
| Lpl Financial Llc | Cobleskill | NY | 07/2025 | Present |
1- 07/2025 - Leo Mcallister - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 01/01/1974 - 5 hours per month/ during trading 2- 07/2025 - Sage Financial Associates - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/09/2023 - 80 hours per month/ 70 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1980-11-07 |
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