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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
110 Phoenixville Pike Suite 100, Malvern, PA 19355 • 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 |
|---|---|---|---|---|
| Woodbury Financial Services | Media | PA | 09/2006 | 06/2020 |
| Pruco Securities, Llc. | Exton | PA | 06/2020 | 11/2024 |
| Prudential Insurance Company Of America | Exton | PA | 06/2020 | Present |
| Lpl Enterprise, Llc | Exton | PA | 11/2024 | Present |
1. 11/14/2024 - Edgemont Properties, LLC - Real Estate Rental - Philadelphia, PA - INV REL - Start Date 01/01/2003 - 19hrs/mth 2. 11/14/2024 - River's Edge Properties, LLC - Real Estate Rental, - Philadelphia, PA - INV REL - Start Date 01/01/2003 - 5hrs/mth 3. 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-27 |
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