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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 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
1157 Fairport Road Suite 203, Fairport, NY 14450 • United States
2 disclosure categories 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. | Fairport | NY | 05/2006 | 07/2025 |
| Rw Lloyd Financial | Fairport | NY | 05/2006 | Present |
| Lpl Financial Llc | Fairport | NY | 07/2025 | Present |
1. 07/10/2025- Upstate special risk- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 03/14/2018- 2 Hours Per Month- 2 Hours During Trading 2. 07/10/2025- R-DEN 10 LLC- Real Estate Rental- INV Related- At Wayne, NY- Start date 01/01/2025- 2 Hours Per Month 3. 07/10/2025- RW Lloyd Financial- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/01/2016- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-09-23 |
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