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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-07 |
| NY | RA | APPROVED | 2026-06-01 |
Branch Locations
Schuylerville, NY • United States
Schuylerville, NY • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Albany | NY | 03/1983 | 03/2017 |
| Lpl Financial | Naples | FL | 06/2026 | Present |
| Massmutual Life Insurance Co | Latham | NY | 07/2016 | 06/2026 |
| Mml Investors Services, Llc | Latham | NY | 03/2017 | 06/2026 |
1. 05/2026 - Grisanti Financial Group - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/1/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-01-03 |
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