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Current Employers
Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-11-14
  • MA RA
    APPROVED
    Since 2024-11-14

Branch Locations

448 Turnpike Street Suite I-G-A, South Easton, MA 02375 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pruco Securities, Llc. South Easton MA 02/2004 11/2024
Prudential Insurance Company Of America South Easton MA 02/2004 Present
Lpl Enterprise, Llc South Easton MA 11/2024 Present
Previous Registrations
Other Businesses

1) 10/24/2024 - Glenn Levine Insurance & Financial Services - Receiving trails on existing client's access to Group Benefits (Health Insurance, Disability, Dental) - Non-Variable Insurance Commission Trails - Inv Related - At South Easton, MA - Start Date 03/26/2013 - 0hrs/mth - 0hrs/mth During Trading 2) Benefit Mall - Receiving trails on one group life insurance plan - Non-Variable Insurance Commission Trails - Inv Related - At South Easton, MA - Start Date 11/17/2017 - 0hrs/mth - 0hrs/mth During Trading 3)11/14/2025 - Clarity Wealth Advisors - DBA for LPL Business (entity for LPL business) - INV Related - At reported business location(s) - Start Date 01/01/2025 - 0hrs/mth - 0hrs During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-03-16
  • S66 Uniform Combined State Law Examination
    2004-03-16
Other Names
  • Jordan Cohne

View on SEC IAPD

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