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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-10 |
Branch Locations
One University Plaza Suite 108, Hackensack, NJ 07601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Donald W Rifkin, Cpa, Pc | Hackensack | NJ | 01/1989 | Present |
| Cadaret, Grant & Co., Inc. | Hackensack | NJ | 12/2010 | 07/2025 |
| Lpl Financial Llc | Hackensack | NJ | 07/2025 | Present |
1 - 07/2025 - Carol-Ann Harris - Act in a Fiduciary Capacity - Not Inv Related - 10 Hours/Month - 10 Hours During Trading - Paramus, NJ - OBA Start Date: 01/01/2019. 2 - 07/2025 - Fund B Trust f/b/o Estate of Richard Rifkin - Act in a Fiduciary Capacity - Not Inv Related - 5 Hours/Month - 5 Hours During Trading - Paramus, NJ - OBA Start Date: 05/25/2021. 3 - 07/2025 - DW Rifkin, CPA, CFP - Tax Prep/Accounting/CPA - Not Inv Related - 160 Hours/Month - 160 Hours During Trading - Hackensack, NJ - OBA Start Date: 03/01/1989.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-09 |
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