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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-07-10 |
| MA | RA | APPROVED | 2025-07-10 |
Branch Locations
265 Main Street, Wethersfield, CT 06109 • United States
1 Monarch Pl Ste 810 Suite 810, Springfield, MA 01144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret,Grant & Co., Inc | Sprinfield | MA | 06/2004 | 07/2025 |
| Brp/Grenier Financial | Springfield | MA | 06/2004 | 02/2021 |
| Lpl Financial Llc | Springfield | MA | 07/2025 | Present |
1- 07/2025 - Grenier Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2019 - 160 hours per month/ 26 hours during trading 2- 07/2025 - R Patricia Grenier - Notary - Investment Related - At Reported Business Location(s) - Start Date 09/14/2017 - 0 hours per month/ during trading 3- 07/2025 - Second home - Real Estate Rental - Co-owner - Investment Related - Wilmington, VT - Start Date 01/01/1987 - 0 hours per month/ during trading 4- 07/2025 - Mason Wright Assisted Living - Non-Profit Board Member - Member of Finance/Investment Committee - Not Investment Related - Springfield, MA - Start Date 01/01/2018 - 1 hour per month/ during trading 5- 07/2025 - Various Insurance Companies - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/01/2019 - 5 hours per month/ 2 hours during trading 6- 07/2025 - Grenier Financial Advisors - Business Owner - Not Investment Related - At Reported Business Location(s) - Start Date 04/01/2016 - 40 hours per month/ 28 hours during trading 7- 07/2025 - Ashe Brokerage - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 01/01/2018 - 2 hours per month/ 2 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-06 |
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