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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | York | PA | 02/1988 | 11/2024 |
| Prudential Insurance Company Of America | York | PA | 02/1988 | Present |
| Lpl Enterprise, Llc | York | PA | 11/2024 | Present |
1. 11/14/2024-White Rose Wealth Management-Investment Advisor-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 06/01/2022-80hrs/mth-80hrs/mth during trading 2. 12/02/2025-Liberty Mutual-Insurance agent-Property and Casualty-Inv related-At York, PA-Start date 02/08/1988-4hrs/mth-4hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-13 |
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