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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
800 Valley Plaza Drive Suite 5, Johnson City, NY 13790 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Johnson City | NY | 09/1994 | Present |
| F.E. Kramer Associates, Inc. | Johnson City | NY | 01/2003 | Present |
| Lpl Financial Llc | Johnson City | NY | 07/2025 | Present |
INSURANCE SALES, AGENT, START 1995, LESS THAN 1% OF TIME DEVOTED TO ACTIVITY, NON-INVESTMENT RELATED, SELL LIFE, LONG TERM CARE AND FIXED ANNUITIES INSURANCE PRODUCTS WITH VARIOUS COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-18 |
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