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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-21 |
| PA | RA | APPROVED | 2024-11-14 |
Branch Locations
Point Pleasant, PA • United States
2700 Kelly Road Suite 100D, Warrington, PA 18976 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Chalfont | PA | 06/2011 | Present |
| Pruco Securities, Llc. | Chalfont | PA | 06/2011 | 11/2024 |
| Lpl Enterprise, Llc | Warrington | PA | 11/2024 | Present |
1) 10/22/2024- Self- Non-Variable Insurance- Currently receiving renewal commission for one group health contract from JS benefits. I have no other company appointments at this time.- INV Related- At Warrington, PA- Start date 08/15/2024- 1 HRS MTH- 0 HRS During Trading 2) 08/16/2024- One Lane Bridge- Artist/ Musician- Play music in local bars for a small fee or for free food or beer and split amongst 5 band members- Not INV Related- At Warrington, PA- Start date 08/15/2024- 5 HRS MTH- 0 HRS During Trading 3) 08/16/2024- station 41- Non-profit volunteer (not on board)- We recieve $5 per call to cover gas for marine rescue, fire calls and other miscellaneous calls in which the fire company is asked to respond- Not INV Related- At Warrington, PA- Start date 08/15/2024- 10 HRS MTH- 0 HRs During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-19 |
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