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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
5789 Widewaters Parkway Ste 1F, Dewitt, NY 13214 • 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 |
|---|---|---|---|---|
| Pruco Securities, Llc. | Dewitt | NY | 03/1989 | 11/2024 |
| Lpl Enterprise, Llc | Dewitt | NY | 11/2024 | Present |
1) 08/22/2024- David Schnall- Non-Variable Insurance- Sell Disability Insurance, , Sell term life insurance to clients outside of New York state, Sell Fixed annuities for Western and Southern Financial Group, and sell Long Term care insurance.- INV Related- At Dewitt, NY- Start date 01/01/1996- 2 HRS MTH- 0 HRS During Trading 2) 8/14/2024- SKI CNY- Coach/ Sports/ Fitness- Instruct children and adults on how to ski- Not INV Relate- At Dewitt, NY- Start date 12/01/2022- 20 HRS MTH- 0 HRS During Trading 3) 01/27/2025- Greek Peak Mountain resort- Outside/W-2 Employment-Instructing children and adults in snow sports (Skiing and Snow boarding)-Not. Inv Related-At Cortland NY-Start date 12/27/2024-16hrs/mth-0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-18 |
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