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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-04 |
| TX | RA | APPROVED | 2025-08-04 |
Branch Locations
441 East Avenue, Rochester, NY 14607 • United States
361 Delaware Avenue, Buffalo, NY 14202 • United States
361 Delaware Avenue, Buffalo, NY 14202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-25 |
Branch Locations
361 Delaware Avenue, Buffalo, NY 14202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lawley, Llc | Buffalo | NY | 01/1986 | Present |
| Cadaret, Grant & Co., Inc. | Buffalo | NY | 07/2009 | 05/2022 |
| Lawley Retirement Advisors, Llc | Buffalo | NY | 01/2016 | Present |
| Lawley, Llc | Buffalo | NY | 06/1984 | Present |
| Lawley Retirement Advisors, Llc | Buffalo | NY | 11/2010 | Present |
| Osaic Wealth, Inc. | Buffalo | NY | 05/2022 | 08/2025 |
| Lpl Financial Holdings, Llc | Buffalo | NY | 08/2025 | Present |
| Lawley Benefits Group, Llc | Buffalo | NY | 01/2000 | 10/2022 |
1. 06/2025 - Lawley Retirement Advisors - Registered Investment Advisor - Investment Related - 45 Hour/Month - 15 Hour During Trading - Buffalo, NY 14202 - OBA Start Date: 01/01/2010 2. 06/2025 - Lawley, LLC - Insurance Agency - Investment Related - 32 Hour/Month - 8 Hour During Trading - Buffalo, NY 14202 - OBA Start Date: 06/01/1984 3. 06/2025 - James Rehak NVI - Non-Variable Insurance - Investment Related - 1 Hour/Month - 0 Hour During Trading - Buffalo, NY 14202 - OBA Start Date: 06/01/1984 4. 06/2025 - James Rehak Real Estate Rental - Real Estate Rental - Investment Related - 2 Hour/Month - 0 Hour During Trading - Pinehurst, NC 28374 - OBA Start Date: 03/01/2021 5. 06/2025 - Challenge Manufacturing Company - Audit Committee - ESOP - Investment Related - 2 Hour/Month - 0 Hour During Trading - Walker, MI 49534 - OBA Start Date: 06/01/2009 6. 06/2025 - Georgetown Lawley Group - DBA for LPL Business (entity for LPL business) - Investment Related - 24 Hour/Month - 6 Hour During Trading - At Reported business location(s) - OBA Start Date: 8/4/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-09 |
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