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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
7075 W Bell Road Suite 8, Glendale, AZ 85308 • United States
100 Madison Street Suite 1300, Syracuse, NY 13202 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Plan 4, Inc. | Glendale | AZ | 08/2001 | Present |
| National Planning Corporation | Glendale | AZ | 01/2009 | 10/2017 |
| Woodbury Financial Services Inc | Glendale | AZ | 10/2017 | 12/2023 |
| Cadaret, Grant & Co., Inc. | Glendale | AZ | 12/2023 | 07/2025 |
| Lpl Financial Llc | Glendale | AZ | 07/2025 | Present |
1 - 07/2025 - Plan4, Inc. - DBA for LPL Business (entity for LPL business) - Inv Related - 200 Hours/Month - 200 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-02 |
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