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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-05-15 |
| TX | RA | APPROVED_RES | 2024-05-10 |
Branch Locations
990 Washington St, Ste 211, Dedham, MA 02026 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Dedham | MA | 11/1988 | 05/2024 |
| Lpl Financial Llc | Dedham | MA | 05/2024 | Present |
1) 05/08/2024 - Next Era Tax LLC - Business Entity For Tax/Investment Purposes Only - Owner - MA 02026 - Non investment related - 10 Hours per month - Start date: 05/08/2024. 2) 05/08/2024 - James Bonaccorsi - Notary - MA 02026 - Investment related - 0% Time spent - Start date: 08/02/1985. 3) 05/08/2024 - Tax Preparation Services - Tax Prep/Accounting/CPA - Reviewer - MA 02026 - Investment related - 10 Hours per month - Start date: 02/01/2022. 4) 05/08/2024 - Next Era Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 5) 05/08/2024 - Real Estate Rental - Co-owner - MA 02657 - 0% Time spent - Investment related - Start date: 02/01/2007. 6) 05/08/2024 - Real Estate Rental - Co-owner - MA 02657 - 0% Time spent - Investment related - Start date: 11/07/2017.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-01-06 |
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