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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-10 |
Branch Locations
4290 Old William Penn Highway, Monroeville, PA 15146 • United States
5000 Campuswood Drive, East Syracuse, NY 13057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bruce R. Haldeman & Associates | Monroeville | PA | 06/2003 | Present |
| Cadaret Grant & Co Inc. | Monroeville | PA | 12/2003 | 07/2025 |
| Lpl Financial Llc | Monroeville | PA | 07/2025 | Present |
1) 07/10/2025-Bruce R Haldeman-Passive Owner-Real Estate Rental-Inv related-At Jeannette, PA-Start date 06/11/2009-0hrs/mth-0hrs/mth during trading 2) 07/10/2025-Bruce R. Haldeman and Associates-Owner-Non-Variable Insurance-Inv related-At Monroeville, PA-Start date 08/01/1978-10hrs/mth-3hrs/mth during trading 3) 07/10/2025-Bruce R. Haldeman and Associates-Owner/President-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 01/27/2003-170hrs/mth-125hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-03-01 |
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