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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
222 Main Street West, Waconia, MN 55387 • United States
600 Highway 169 Suite 1000, St Louis Park, MN 55426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Waconia | MN | 03/1997 | 11/2024 |
| Prudential Insurance Company Of America | Waconia | MN | 04/1997 | Present |
| Lpl Enterprise, Llc | Waconia | MN | 11/2024 | Present |
1) 10/15/2024 - Jason Smith Agency - Non-Variable Insurance - Sale and service of Health, Life, and Medicare Ins with multiple carriers - INV Related - At Waconia, MN - Start Date 01/01/1998 - 5hrs/mth - 0hrs During Trading 2) 10/15/2024 - Jason Smith Agency - Property and Casualty - Sale and Service of P&C with multiple carriers - INV Related - At Waconia, MN - Start Date 01/01/2000 - 20hrs/mth - 0hrs During Trading 3) 01/27/2025 - Jason Smith Agency Property and Casualty - Property and Casualty - Sales and Service of property and casualty insurance - INV Related - At Waconia, MN - Start Date 03/01/1998 - 20hrs/mth - 0hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-07 |
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