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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-07-10
  • NY RA
    APPROVED
    Since 2025-07-10

Branch Locations

1260 W. Church Street, Elmira, NY 14905 • 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
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
  • 01/2024 → 07/2025
    Cadaret, Grant & Co., Inc.
    Elmira, NY
  • 08/2016 → 08/2019
    Suny Geneseo
    Geneseo, NY
  • 01/2018 → 06/2019
    Texas Roadhouse
    Rochester, NY
  • 06/2018 → 09/2018
    Ascensus
    Dresher, NY
  • 06/2019 → 12/2019
    Red Rose Motel
    Roscoe, NY
  • 01/2020 → 07/2021
    Kibbutz Yaour
    Yaour
  • 08/2021 → 08/2023
    Israeli Defense Force
    Tel Aviv
  • 09/2023 → Present
    Kravitz Tax Planning
    Elmira, NY
  • 07/2025 → Present
    Elmira, NY
Previous Registrations
  • 2025-01-09 → 2025-07-10
    Cadaret, Grant & Co., Inc.
    Syracuse, NY
    Elmira, NY
    Syracuse, NY
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-08
  • S66 Uniform Combined State Law Examination
    2025-01-08

View on SEC IAPD

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