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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-11
NJ RA APPROVED 2025-07-10
NY RA APPROVED 2025-07-10
TX RA APPROVED 2025-07-10
  • FL RA
    APPROVED
    Since 2025-07-11
  • NJ RA
    APPROVED
    Since 2025-07-10
  • NY RA
    APPROVED
    Since 2025-07-10
  • TX RA
    APPROVED
    Since 2025-07-10

Branch Locations

7777 Glades Road Suite 100, Boca Raton, FL 33434 • United States

13212 Us Highway 87 West, Suite A, La Vernia, TX 78121 • United States

500 North Broadway Suites 260 & 242, Jericho, NY 11753 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Cadaret, Grant & Co., Inc. Jericho NY 03/1993 07/2025
American Investment Planners, Llc Jericho NY 10/2010 12/2022
Cadaret, Grant & Co., Inc. Boca Raton FL 01/2011 07/2025
Lebenthal Global Advisors Llc Hauppauge NY 01/2019 07/2025
Lpl Financial Llc La Vernia TX 07/2025 Present
  • 03/1993 → 07/2025
    Cadaret, Grant & Co., Inc.
    Jericho, NY
  • 10/2010 → 12/2022
    American Investment Planners, Llc
    Jericho, NY
  • 01/2011 → 07/2025
    Cadaret, Grant & Co., Inc.
    Boca Raton, FL
  • 01/2019 → 07/2025
    Lebenthal Global Advisors Llc
    Hauppauge, NY
  • 07/2025 → Present
    La Vernia, TX
Previous Registrations
  • 2007-06-18 → 2025-07-10
    Cadaret, Grant & Co., Inc.
    Kenedy, TX
    Jericho, NY
    Boca Raton, FL
    Syracuse, NY
    Jericho, NY
    La Vernia, TX
    Jericho, NY
  • 2012-07-12 → 2022-12-19
    American Investment Planners Llc
    La Vernia, TX
    Jericho, NY
Other Businesses

1) 2026-04-24 - Magor Deel Wealth Planners LLC - Business Entity For Tax/Investment Purposes Only - N - 2 - 0 - at reported business location(s) - 2026-03-24 - Income will be received and salaries will be distributed and benefits will be calculated 2) 2025-10-08 - BMD Magor LLC - Real Estate Rental - Y - 2 - 2 - Woodmere NY - 2025-09-30 - rental income from airbnb 3) 2025-04-02 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - American Investment Planners, LLC - DBA for LPL Business (entity for LPL business) - Y - 160 - 160 - at reported business location(s) - 2025-04-01 - investment advisory and personal financial planning 4) 2025-04-02 - Barbara Magor Deel - Real Estate Rental - Y - 1 - 0 - Starrucca PA - 2025-04-01 - airbnb for 25 Welch Rd starrucca PA approximately 6 weekends a year 5) 2025-04-02 - Various Insurance Carriers - Non-Variable Insurance - Y - 3 - 3 - at reported business location(s) - 2025-04-01 - Insurance Sales, Agent for LTHC Fixed and Variable Annuities and Life Insurance Products

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-08-24
  • S63 Uniform Securities Agent State Law Examination
    1992-08-24
Designations
Other Names
  • Barbara Harriet Magor
  • Barbara Harriet Magor

View on SEC IAPD

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