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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 |
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Planning Assoiciates | Peckville | PA | 01/2007 | Present |
| Cadaret, Grant & Co., Inc. | Peckville | PA | 01/2007 | 07/2025 |
| Lpl Financial Llc | Peckville | PA | 07/2025 | Present |
1- 07/2025 - Strategic Planning Associates, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2007 - 160 hours per month/ 150 hours during trading 2- 07/2025 - SPA Holdings, LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 08/05/2009 - 2 hours per month/ 2 hours during trading 3- 07/2025 - Strategic Planning Associates, LLC - Property and Casualty - Insurance Representative - Investment Related - At Reported Business Location(s) - Start Date 01/18/2011 - 5 hours per month/ 2 hours during trading 4- 07/2025 - Strategic Planning Associates, LLC - Non-Variable Insurance - Insurance Representative - Investment Related - At Reported Business Location(s) - Start Date 07/31/2020 - 3 hours per month/ 2 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-03 |
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