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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 |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Elmira | NY | 01/2024 | 07/2025 |
| Suny Geneseo | Geneseo | NY | 08/2016 | 08/2019 |
| Texas Roadhouse | Rochester | NY | 01/2018 | 06/2019 |
| Ascensus | Dresher | NY | 06/2018 | 09/2018 |
| Red Rose Motel | Roscoe | NY | 06/2019 | 12/2019 |
| Kibbutz Yaour | Yaour | 01/2020 | 07/2021 | |
| Israeli Defense Force | Tel Aviv | 08/2021 | 08/2023 | |
| Kravitz Tax Planning | Elmira | NY | 09/2023 | Present |
| Lpl Financial Llc | Elmira | NY | 07/2025 | Present |
1. 07/10/2025-Congregation Kol Ami- Non-Profit Board Member- Not INV Related- At Elmira, NY- Start date 05/27/2025- 10 Hours Per Month 2. 07/10/2025- Investment Planning Services- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/01/2025- 160 Hours Per Month- 160 Hours During Trading 3. 07/10/2025- Kravitz Tax Planning- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 01/01/2024- 50 Hours Per Month- 30 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-08 |
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