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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
11 Sunflower Ave 2Nd. Floor, Paramus, NJ 07652 • 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 |
|---|---|---|---|---|
| Pruco Securities, Llc. | Paramus | NJ | 03/1997 | 11/2024 |
| Prudential Insurance Company Of America | Paramus | NJ | 03/1997 | Present |
| Lpl Enterprise, Llc | Paramus | NJ | 11/2024 | Present |
1) 02/26/2025 - Phoenix Financial Group - DBA for LPL Business (entity for LPL business) - Financial planning and asset and risk management - INV Related - At reported business location(s) - Start Date 08/26/2022 - 200hrs/mth - 50hrs During Trading 2) 03/18/2025 - Hakim Consulting LLC - Business Owner - used for tax payroll and as business entity for tax reporting perposes - Not INV Related - At Paramus, NJ - Start Date 09/01/2022 - 20hrs/mth - 0hrs During Trading 3) 03/24/2025 - Medicare Advisor Hub LLC - Non-Variable Insurance - Medicare and its supplements insurance sales - INV Related - At Paramus, NJ - Start Date 04/08/2024 - 4hrs/mth - 4hrs During Trading 4) 03/18/2025 - Prudential P&C OBA - Property and Casualty - P&C sales - INV Related - At Paramus, NJ - Start Date 07/20/2005 - 10hrs/mth - 10hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-03-20 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
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