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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 |
|---|---|---|---|---|
| Mahoney Financial Group, Inc. | Williamsville | NY | 01/2007 | Present |
| Cadaret, Grant & Co., Inc. | East Concord | NY | 05/2007 | 05/2023 |
| Cadaret Grant & Co., Inc | Nokomis | FL | 10/2021 | 05/2023 |
| Cadaret, Grant & Co., Inc. | Williamsville | NY | 04/2025 | Present |
| Lpl Financial Llc | Williamsville | NY | 07/2025 | Present |
1) Insurance lines: Fixed Annuities, Life/Health, LTC, Variable Annuities, 4/15/25, 15 hours per month, investment related. 3) LIFE/ACCIDENT/LTC/P+C INSURANCE WITH VARIOUS COMPANIES IN NY AND FL. START DATE 1998, 1% OF BUSINESS. 4) SC Parker LLC., Main Street, Williamsville, NY 14221, 4/15/25, investment related, salaried support staff, 15 hours per month during trading, Investment research. 4) Mahoney Financial Group, 5/30/21, corporation is open to receive payouts from the start of practice, investment related, 0 hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-10-31 |
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