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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-11 |
| CT | RA | APPROVED | 2025-07-10 |
| NJ | RA | APPROVED | 2025-07-10 |
| NY | RA | APPROVED | 2025-07-10 |
| PA | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
5000 Campuswood Drive, East Syracuse, NY 13057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Strategy Group Ltd | Syracuse | NY | 02/1987 | 07/2020 |
| Cadaret, Grant & Co., Inc. | East Syracuse | NY | 10/2011 | 07/2025 |
| Lpl Financial Llc | East Syracuse | NY | 07/2025 | Present |
1. 07/10/2025- JBS Asset Management LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 03/18/2023- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-03-06 |
| S65 | Uniform Investment Adviser Law Examination | 2019-02-21 |
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