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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-18 |
Branch Locations
12425 28Th St. N. Suite 300, St. Petersburg, FL 33716 • 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 |
|---|---|---|---|---|
| Prudential Insurance Company Of America | St. Petersburg | FL | 04/1988 | Present |
| Pruco Securities, Llc. | St. Petersburg | FL | 04/1988 | 11/2024 |
| Lpl Enterprise, Llc | St. Petersburg | FL | 11/2024 | Present |
1) 11/14/2024- CLEARPATH ADVISORY GROUP- DBA for LPL Business (entity for LPL business)- INV Related- at reported business location(s)- Start date 09/19/2021- 4 HRS MTH- 1 HRS During trading 2) 11/14/2024- MICHAEL BAILEY- Non-Variable Insurance- inv. related- at reported business location(s)- start date 04/04/1988- 1hr/mnth-0hrs during trading 3) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s) 4) 08/03/2026-Clearpath Wealth Advisors-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 06/04/2026 - 160 HRS MTH - 130 HRS during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-10-01 |
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