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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-22 |
| SC | RA | APPROVED | 2024-11-14 |
Branch Locations
1278 May River Road Suite 300, Bluffton, SC 29910 • 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. | Bluffton | SC | 05/1998 | 11/2024 |
| Prudential Insurance Company Of America | Bluffton | SC | 05/1998 | Present |
| Lpl Enterprise, Llc | Bluffton | SC | 11/2024 | Present |
1. 11/14/2024 - May River insurance Group - Property and Casualty - Bluffton, SC - INV REL - Start Date 01/01/2019 - 2hrs/mth 2. 11/14/2025 - Red Dot Partners - Real Estate Rental - Bluffton, SC - INV REL - Start Date 01/01/2010 - 2hrs/mth 3. 11/14/2024 - The Corkern Group - Business Entity For Tax/Investment Purposes Only - Bluffton, SC - NOT INV REL - Start Date 01/01/1999 - 1hrs/mth 4. 06/02/2025 - Sheets Financial Services - DBA for LPL Business (entity for LPL business) - Huntersville, NC - INV REL - Start Date 05/29/2025 - 160hrs/mth 5. 11/24/2025-May River Financial Group-Financial Planner/ Owner-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 11/01/2024-16hrs/mth-8hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-25 |
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