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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-07 |
Branch Locations
265 86Th St, Brooklyn, NY 11209 • United States
8804 4Th Ave 2Nd Floor , Brooklyn , NY 11209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cavalcante & Company Llc | Brooklyn | NY | 07/2019 | Present |
| Kpmg | New York | NY | 10/2017 | 06/2019 |
| Student | Brooklyn | NY | 08/2012 | 05/2017 |
| Avantax Advisory Services | Brooklyn | NY | 05/2025 | 07/2026 |
| Unemployed | Brooklyn | NY | 06/2017 | 09/2017 |
| Avantax Investment Services Inc. | Brooklyn | NY | 05/2025 | 07/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | 07/2026 |
| Lpl Financial Llc | Brooklyn | NY | 07/2026 | Present |
1.07/07/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name LCJ Associates; Investment Related; at Reported Business Location(s); Start Date 07/02/2026; 160hrs/mth; 160hrs during trading 2.07/07/2026; Cavalcante & Company, LLC; Tax Prep/Accounting/CPA; Investment Related; Brooklyn,NY; Start Date 07/01/2019; 160hrs/mth; 160hrs during trading 3.07/07/2026; Cavco Wealth Advisors LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 04/18/2025; 1hrs/mth; 1hrs during trading 4.08/21/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Cavco Wealth; Investment Related; at Reported Business Location(s); Start Date 08/19/2026; 160hrs/mth; 40hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-15 |
| S65 | Uniform Investment Adviser Law Examination | 2024-07-19 |
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