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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marathon Financial Advisors | East Syracuse | NY | 08/2017 | Present |
| Bruegger's Bagels | Syracuse | NY | 06/2009 | 11/2016 |
| Dewitt Animal Hospital | Syracuse | NY | 11/2016 | 02/2022 |
| Barnes & Noble | Syracuse | NY | 11/2016 | 08/2017 |
| Cadaret Grant & Co., Inc. | East Syracuse | NY | 12/2024 | 07/2025 |
| Lpl Financial Llc | New York | NY | 07/2025 | Present |
1. 08/2025 - Notary - Notary - Investment Related - 2 Hour(s)/Month - 0 Hour(s) During Trading - East Syracuse, NY 13057 - OBA Start Date: 05/29/2018 2. 08/2025 - Hannah Lupole - Non-Variable Insurance - Investment Related - 10 Hour(s)/Month - 1 Hour(s) During Trading - Easy Syracuse, NY 13057 - OBA Start Date: 12/01/2023 3. 08/2025 - Lupole Inc - Business Entity For Tax/Investment Purposes Only - Not Investment related - 10 Hour(s)/Month - 2 Hour(s) During Trading - East Syracuse, NY 13057 - OBA Start Date: 12/01/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-24 |
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