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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-29
CO RA APPROVED 2025-07-10
NY RA APPROVED 2025-07-10
  • TX RA
    APPROVED_RES
    Since 2025-08-29
  • CO RA
    APPROVED
    Since 2025-07-10
  • NY RA
    APPROVED
    Since 2025-07-10

Branch Locations

2502 State Route 5, Schuyler, NY 13502 • United States

59 W Grand Street, Palatine Bridge, NY 13428 • United States

536 East Main Street, Little Falls, NY 13365 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vanmeter & Vanmeter, Llc Little Falls NY 05/2017 Present
Clarkson University Potsdam NY 08/2016 05/2017
Cadaret Grant & Co., Inc. Little Falls NY 06/2019 07/2025
Lpl Financial Llc Schuyler NY 07/2025 Present
  • 05/2017 → Present
    Vanmeter & Vanmeter, Llc
    Little Falls, NY
  • 08/2016 → 05/2017
    Clarkson University
    Potsdam, NY
  • 06/2019 → 07/2025
    Cadaret Grant & Co., Inc.
    Little Falls, NY
  • 07/2025 → Present
    Schuyler, NY
Previous Registrations
  • 2019-09-02 → 2025-07-10
    Cadaret, Grant & Co., Inc.
    Little Falls, NY
    Palatine Bridge, NY
    Schuyler, NY
Other Businesses

1. 07/10/2025- Van Meter & Van Meter, LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 05/01/2019- 160 Hours Per Month- 160 Hours During Trading 2. 07/10/2025-Luke Van Meter- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 06/01/2024- 1 Hour Per Month- 1 Hour During Trading 3. 07/10/2025-Van Meter Tax Service-INV Related- At Reported Business Location(s)- Start date 06/01/2019- 53 Hours Per Month- 40 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-29
  • S66 Uniform Combined State Law Examination
    2019-08-29
Other Names
  • Luke Lawrence Van Meter

View on SEC IAPD

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