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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Crump Life Insurance Services | Charlotte | NC | 10/2012 | 09/2019 |
| Pj Robb Variable Corp | Deale | MD | 11/2012 | 09/2019 |
| Western & Southern Life | Wilmington | NC | 09/2019 | 02/2021 |
| W&S Brokerage Services, Inc. | Wilmington | NC | 01/2020 | 02/2021 |
| Pruco Securities, Llc. | Mount Pleasant | SC | 03/2021 | 11/2024 |
| Prudential Insurance Company Of America | Mount Pleasant | SC | 03/2021 | Present |
| Lpl Enterprise, Llc | Mt. Pleasant | SC | 11/2024 | Present |
1) 12/06/2026-Port City Financial Services-Insurance Agent-Non-Variable Insurance-Inv related-At Wilmington, NC-Start date 03/01/2023-0hrs/mth-0hrs/mth during trading 2) 12/06/2026-Port City Financial Services-Team Lead-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 06/01/2021-120hrs/mth-4hrs/mth during trading 3) 12/06/2026-Port City Financial Services-Financial Professional-Non-Variable Insurance-Not inv related-At Wilmington, NC-Start date 06/01/2021-2hrs/mth-0hrs/mth during trading 4) 07/06/2026-Women, Wealth and The Way Forward-Owner/Lead Advisor-Radio/ TV/ Podcast-Inv related-At Wilmington, NC-Start date 09/01/2026-5hrs/mth-0hrs/mth during trading 5) 07/06/2026-Women, Wealth and The Way Forward-Lead Advisor, Organizer, MC-Speaker/ Seminar/ Workshops-Inv related-At Wilmington, NC-Start date 09/01/2026-10hrs/mth-5hrs/mth during trading 6) 07/06/2026-Women, Wealth and The Way Forward, LLC-Owner-Business Owner-Inv related-At Wilmington, NC-Start date 09/01/2026-10hrs/mth-5hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-10 |
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