Leslie Marie Troisi

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-07-10

NY RA
APPROVED

Since 2025-07-10

Branch Locations

Penn Yan, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cadaret, Grant & Co., Inc.	Penn Yan	NY	01/2008	07/2025
Insight Financial	Penn Yan	NY	01/2008	Present
Lpl Financial Llc	Penn Yan	NY	07/2025	Present

01/2008 → 07/2025

Cadaret, Grant & Co., Inc.

Penn Yan, NY
01/2008 → Present

Insight Financial

Penn Yan, NY
07/2025 → Present

Lpl Financial Llc

Penn Yan, NY

Previous Registrations

2021-05-04 → 2025-07-10

Cadaret, Grant & Co., Inc.

Penn Yan, NY

Penn Yan, NY

Other Businesses

1- 07/2025 - Insight Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2008 - 348 hours per month/ during trading 2- 07/2025 - Insight Financial - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 02/29/2008 - 3 hours per month/ during trading 3- 07/2025 - The Villa On Esperanza - Real Estate Rental - Not Investment Related - Keuka Park, NY - Start Date 04/19/2024 - 1 hour per month/ 0 hours during trading

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1985-01-07

S63 Uniform Securities Agent State Law Examination

1985-01-07

Other Names

Leslie Marie Baldwin

View on SEC IAPD