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Renee Rose Kremm

LPl Enterprise, LLC

Valparaiso, IN

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Current Employers
Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-11-14
MD RA APPROVED 2024-11-14
TX RA APPROVED 2024-11-14
  • IN RA
    APPROVED
    Since 2024-11-14
  • MD RA
    APPROVED
    Since 2024-11-14
  • TX RA
    APPROVED
    Since 2024-11-14

Branch Locations

1805 E. Lincolnway Suite 6, Valparaiso, IN 46383 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Eagle Strategies Llc Arnold MD 11/2009 12/2019
Nylife Securities Llc Towson MD 10/2009 12/2019
New York Life Insurance Company Towson MD 09/2009 12/2019
Windward Financial Annapolis MD 09/2013 10/2018
The Prudential Insurance Company Of America Hunt Valley MD 12/2019 Present
Pruco Securities Llc Hunt Valley MD 12/2019 11/2024
Lpl Enterprise, Llc Pikesville MD 11/2024 Present
  • 11/2009 → 12/2019
    Eagle Strategies Llc
    Arnold, MD
  • 10/2009 → 12/2019
    Nylife Securities Llc
    Towson, MD
  • 09/2009 → 12/2019
    New York Life Insurance Company
    Towson, MD
  • 09/2013 → 10/2018
    Windward Financial
    Annapolis, MD
  • 12/2019 → Present
    The Prudential Insurance Company Of America
    Hunt Valley, MD
  • 12/2019 → 11/2024
    Pruco Securities Llc
    Hunt Valley, MD
  • 11/2024 → Present
    Lpl Enterprise, Llc
    Pikesville, MD
Previous Registrations
  • 2019-12-10 → 2024-11-14
    Pruco Securities, Llc.
    North Bethesda, MD
    Hunt Valley, MD
    Severna Park, MD
    Pikesville, MD
    Valparaiso, IN
  • 2009-11-20 → 2019-12-17
    Eagle Strategies Llc
    Arnold, MD
    Annapolis, MD
    Annapolis, MD
  • 2007-03-16 → 2009-09-28
    Banc Of America Investment Services, Inc.
    Annapolis, MD
    Towson, MD
  • 2006-11-20 → 2007-03-19
    Wells Fargo Clearing Services, Llc
    Columbia, MD
  • 2005-08-18 → 2006-11-03
    Summit Financial Group Inc
    Lewis Center, OH
  • 2002-01-24 → 2005-02-09
    Morgan Stanley Dw Inc.
    Dublin, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-12-27
S63 Uniform Securities Agent State Law Examination 2000-10-12
  • S65 Uniform Investment Adviser Law Examination
    2001-12-27
  • S63 Uniform Securities Agent State Law Examination
    2000-10-12
Designations
Other Names
  • Renee Rose Kremm
  • Renee Rose Beezhold
  • Renee Rose Stansbury
  • Renee Rose Stansbury

View on SEC IAPD

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Other Investors

JOSEPH RICHARD MURPHY
Steven C Underwood
Whitney M. Trimble
Scott C Reiner
Victor Le Roy Sikorski
JAMES ALAN KUXHAUS
DOUGLAS RAYMOND ELLIOTT
PAUL JASON KUZEMKA

Other Offices

MWM ADVISORY GROUP, LLC · VALPARAISO, IN
J.P. MORGAN SECURITIES LLC · VALPARAISO, IN
FIRST HEARTLAND CONSULTANTS, INC. · VALPARAISO, IN
COMMONWEALTH FINANCIAL NETWORK · Valparaiso, IN
AMERIPRISE FINANCIAL SERVICES, LLC · Valparaiso, IN
ON INVESTMENT MANAGEMENT CO · Valparaiso, IN
LPL FINANCIAL LLC · VALPARAISO, IN
FIFTH THIRD SECURITIES, INC. · VALPARAISO, IN

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