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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-28 |
Branch Locations
Baldwinsville, NY • United States
100 Madison Street Suite 1300, Syracuse, NY 13202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Syracuse | NY | 05/2025 | Present |
| Cadaret, Grant & Co., Inc. | Suracuse | NY | 06/2018 | Present |
| Cadaret, Grant & Co. Inc. | Solvay | NY | 01/2016 | 01/2018 |
| Solvay Bank | Solvay | NY | 01/2016 | 01/2018 |
| Home, Unemployed | Baldwinsville | NY | 02/2018 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-06-07 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-17 |
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