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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-11 |
| NJ | RA | APPROVED | 2025-07-10 |
| NY | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED | 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
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 |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-08-24 |
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