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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-14 |
| FL | RA | APPROVED | 2024-11-20 |
Branch Locations
4700 Millenia Boulevard Suite 310, Orlando, FL 32839 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Orlando | FL | 03/2016 | 07/2019 |
| Pruco Securities, Llc | Winter Garden | FL | 07/2019 | 11/2024 |
| The Prudential Insurance Company | Winter Garden | FL | 07/2019 | Present |
| Lpl Enterprise, Llc | Orlando | FL | 11/2024 | Present |
1) 04/28/2025-Bell Wealth Management-Owner / Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 03/10/2025-160hrs/mth-160hrs/mth during trading 2) 05/01/2025-Structured Wealth Solutions-President/Owner Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 04/28/2025-240hrs/mth-160hrs/mth during trading 3) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-30 |
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