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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-25 |
| MN | RA | APPROVED | 2024-11-14 |
Branch Locations
4760 N Us Highway 1 Suite 202, Melbourne, FL 32935 • United States
3900 Fairway Place Nw. Suite B, Rochester, MN 55901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Rochester | MN | 11/2003 | 10/2018 |
| Proequities, Inc | Rochester | MN | 10/2018 | 01/2022 |
| Kestra Investment Services, Llc | Rochester | MN | 01/2022 | 05/2023 |
| Kestra Advisory Services Llc | Rochester | MN | 01/2022 | 05/2023 |
| Pruco Securities, Llc | Rochester | MN | 06/2023 | 11/2024 |
| The Prudential Insurance Company Of America | Rochester | MN | 06/2023 | Present |
| Lpl Enterprise, Llc | Rochester | MN | 11/2024 | Present |
1. 11/14/2024 - Anita M George - Act in a Fiduciary Capacity - Rochester, MN - INV REL - Start Date 12/02/2016 - 0hrs/mth 2. 11/14/2024 - Clearview Wealth Management - DBA for LPL Business (entity for LPL business) - Rochester, MN - INV REL - Start Date 05/14/2024 - 0hrs/mth 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 | 2004-02-17 |
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