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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-11-21 |
| TX | RA | APPROVED | 2024-11-14 |
| WA | RA | APPROVED | 2024-11-14 |
Branch Locations
4550 Kruse Way Plz. Suite 110, Lake Oswego, OR 97035 • United States
7525 Se 24Th Street Suite 110, Mercer Island, WA 98040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | Bellevue | WA | 06/2016 | Present |
| Pruco Securities Llc | Bellevue | WA | 06/2016 | 11/2024 |
| Lpl Enterprise, Llc | Lake Oswego | OR | 11/2024 | Present |
1. 11/14/2024 - N/A - Real Estate Rental (Rental with immediate family) - Leander, TX - INV REL - Start Date 08/14/2023 - 5hrs/mth 2. 05/21/2025 - N/A - Real Estate Rental (We rent our home in Texas.) - Leander, TX - INV REL - Start Date 08/14/2023 - 5Hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-17 |
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