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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-10 |
Branch Locations
4914 W. Genesee Street Suite 128, Camillus, NY 13031 • United States
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 |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Camillus | NY | 08/2011 | 07/2025 |
| Charter Asset Managment Llc | Camillus | NY | 08/2011 | Present |
| Lpl Financial Llc | Camillus | NY | 07/2025 | Present |
1. 07/10/2025- Charter Asset Management, LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 06/10/2009- 160 Hours Per Month- 120 Hours During Trading 2. 07/10/2025- John Tarnow-Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 12/23/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1985-03-01 |
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