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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-10 |
Branch Locations
35 E. Grassy Sprain Road Suite 406, Yonkers, NY 10710 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Financial Consultants | Yonkers | NY | 03/2012 | Present |
| Cadaret, Grant & Co., Inc. | Yonkers | NY | 03/2012 | Present |
| Lpl Financial Llc | Yonkers | NY | 07/2025 | Present |
INSURANCE, AGENT, START 2012, 5% OF TIME DEVOTED TO ACTIVITY, NON-INVESTMENT RELATED, SELL TERM, PERMANENT & LONG TERM CARE INSURANCE PRODUCTS WITH VARIOUS COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-23 |
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