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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Easton | PA | 07/2025 | Present |
| Personal Dollar Management | Easton | PA | 10/1988 | Present |
| Cadaret, Grant & Co., Inc. | Easton | PA | 10/1988 | 07/2025 |
1- 07/2025 - Personal Dollar Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/13/1985 - 100 hours per month/ during trading 2- 07/2025 - Joanne Thomas - Real Estate Rental - Investment Related - Easton, PA - Start Date 05/07/2025 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-22 |
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