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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-06 |
| MD | RA | APPROVED | 2018-09-05 |
| VA | RA | APPROVED | 2018-09-04 |
Branch Locations
23386 Front St Ste 2, Accomac, VA 23301 • United States
2324 W Zion Rd, Suite 104A, Salisbury, MD 21801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Accomac | VA | 06/2012 | 09/2018 |
| Atlantic Commonwealth Advisors | Accomac | VA | 06/2012 | Present |
| Cadaret, Grant & Co., Inc. | Salisbury | MD | 01/2016 | 09/2018 |
| Lpl Finanical Llc | Accomac | VA | 09/2018 | Present |
1)9/4/18- Atlantic Commonwealth Advisors- DBA for LPL Business (entity for LPL business)- Inv. Related- Accomac, VA- start date 6/15/2012- 160 hrs/mth- 95% 2)9/4/18- Non-Variable Insurance - Agent for whole, term, universal life insurance- Inv. Related- Accomac, VA- start date 9/2018- 2hrs/mth- 55 3)9/4/18- Rehab Rentals- Real Estate Rental- Owner- Inv. Related- Accomac, VA - start date 1/1/2010- 5hrs/mth- 5%
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-10-23 |
| S65 | Uniform Investment Adviser Law Examination | 1998-10-23 |
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