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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
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Petersen Investments, Inc. | Wall | NJ | 02/2006 | 04/2019 |
| Cadaret, Grant & Co., Inc. | Wall | NJ | 04/2019 | Present |
| Cadaret, Grant & Co., Inc. | Naples | FL | 08/2022 | 02/2025 |
| Lpl Financial Llc | Little Silver | NJ | 07/2025 | Present |
1. 07/10/2025-Petersen Advisors LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/02/2005- 160 Hours Per Month- 60 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-03 |
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