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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Souderton | PA | 01/2007 | Present |
| Pruco Securities, Llc. | Souderton | PA | 01/2007 | 11/2024 |
| Lpl Enterprise, Llc | Souderton | PA | 11/2024 | Present |
1)10/10/2024- Delta Dental Insurance Co. of Pennsylvania- Non-Variable Insurance- Sales of dental insurance- INV Related- At Souderton, PA- Start date 08/06/2018- 1 HRS MTH- 1 HRS During trading 2) 10/10/2024- Centene Management Co.- Non-Variable Insurance- Sales of prescriptions drug plans & Medicare Advantage plans- INV Related- At Souderton, PA- Start date 10/01/2019- 1 HRS MTH- 1 HRS During trading 3)10/10/2024- United Healthcare Insurance Co.- Non-Variable Insurance- Sales of Medicare Supplements, prescription plans & Medicare Advantage plans- INV Related- At Souderton, PA- Start date 04/11/2011- 1 HRS MTH- 1 HRS During trading 4) 10/10/2024- Independence Blue Cross/Blue Shield- Non-Variable Insurance- Sales of Medicare Advantage plans- INV Related- At Souderton, PA- Start date 12/30/2009- 1 HRS MTH- 0 HRS During trading 5) 10/10/2024- Humana Insurance Co.- Non-Variable Insurance- Sales of Medicare Supplements, prescriptions plans & Medicare Advantage plans- INV Related- At Souderton, PA- Start date 12/09/2010- 1 HRS MTH- 1 HRS During trading 6) 10/10/2024- Cigna- Non-Variable Insurance Commission Trails- Servicing Medicare Supplements I sold in the past- INV Related- At Souderton, PA- Start date 02/10/2012- 0 HRS MTH- 0 HRS During trading 7) 10/10/2024- Aetna- Non-Variable Insurance- Sales of Medicare Supplements, prescriptions plans and Medicare Advantage plans- INV Related- At Souderton, PA- Start date 11/11/2009- 1 HRS MTH- 1 HRS During trading 8)10/10/2024- Indian Valley Chamber of Commerce- Non-Profit Board Member- Help organize the Chamber of Commerce's annual golf outing- INV Related- At Souderton, PA- Start date 03/01/2017- 1 HRS MTH- 0 HRS During trading 9) 06/17/2026-TriValley Insurance-Partner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 08/30/2018-2hrs/mth-2hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-09 |
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