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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2017 | 04/2018 |
| Northwestern Mutual Investment Services Llc | Latham | NY | 03/2018 | 04/2018 |
| General Electric | Schenectady | NY | 07/2017 | 08/2017 |
| Unemployed | Albany | NY | 09/2017 | 11/2017 |
| Student | Albany | NY | 09/2016 | 08/2017 |
| Unemployed | Albany | NY | 04/2018 | 11/2018 |
| Robert Mcnamara Financial Consultants | Albany | NY | 11/2018 | 05/2024 |
| Cadaret, Grant & Co., Inc. | Albany | NY | 11/2018 | 07/2025 |
| R.J. Mcnamara Financial | Albany | NY | 05/2024 | Present |
| Lpl Financial Llc | Albany | NY | 07/2025 | Present |
1- 07/2025 - R.J. McNamara Financial - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/01/2025 - 5 hours per month/ 0 hours during trading 2- 07/2025 - R.J. McNamara Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/01/2024 - 120 hours per month/ 105 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-16 |
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