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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-08-15 |
| NY | RA | APPROVED | 2024-11-14 |
Branch Locations
692 Route 6 2Nd Floor Room 2, Mahopac, NY 10541 • United States
1 Corporate Drive Suite 205, Shelton, CT 06484 • United States
Saint Helena Island, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | White Plains | NY | 09/2018 | Present |
| Prudential Insurance Company Of America | White Plains | NY | 09/2018 | Present |
| David Lerner Associates | White Plains | NY | 05/2016 | 09/2018 |
| Lpl Enterprise, Llc | White Plains | NY | 11/2024 | Present |
1) 10/24/2025-Raymond J Passero CPA, P.-CPA - NY-Tax Prep/Accounting/CPA-Inv related-At Mahopac, NY-Start date 01/01/1990-150hrs/mth-8hrs/mth during trading 2) 10/24/2025-1600 White Water Realty LLC-Owner-Real Estate Rental-Inv related-At Daytona Beach, FL-Start date 08/01/2013-6hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-07-30 |
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