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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-07-12 |
Branch Locations
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 |
|---|---|---|---|---|
| United Financial Services | Liverpool | NY | 12/2016 | 12/2020 |
| Unemployed | Pheonix | NY | 05/2016 | 12/2016 |
| Cadaret, Grant & Co., Inc. | Liverpool | NY | 08/2017 | 07/2023 |
| Lpl Financial Llc | Liverpool | NY | 07/2023 | Present |
1- 07/2023 / Team Pratt Racing / Other - Business Owner / Non Investment Related 2- 07/2023 / Syracuse Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / start date 1117/2020 3- 07/2023 / Upstate Business Consultants (DBA: Valuation Express / Other- Business Valuation / Investment Related / 4 Hrs Mnth/ 1 Hrs Trading / start date 6/1/2017 4- 07/2023 / Upstate Business Consultants / Tax Prep/Accounting/CPA / Investment Related / 125 Hrs Mnth / 6 Hrs Trading / start date 2/1/2013 5- 07/2023 / BMGR Realty Team / Business Entity For Tax/Investment Purposes Only / Non Investment Related / 1 HR Mnth / start date 10/2/2020 6- 7/2023 / 213 Freeman Ave / Real Estate Rental / Investment Related / start date 7/20/2022
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-11-05 |
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