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Current Employers
Lpl Enterprise, Llc

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

Current Registrations

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

Branch Locations

11 Middle Neck Road Suite 201, Great Neck, NY 11021 • United States

Disclosures

3 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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Chillax Group-Dba Armor Consulting Group Llc Putnam Valley NY 06/2007 11/2024
Massachusetts Mutual Life Insurance Company Melville NY 05/2016 03/2023
Mml Investors Services, Llc Melville NY 03/2018 03/2023
The Prudential Insurance Co. Of America Forest Hills NY 03/2023 Present
Pruco Securities, Llc Forest Hills NY 03/2023 11/2024
Lpl Enterprise, Llc Forest Hills NY 11/2024 Present
  • 06/2007 → 11/2024
    Chillax Group-Dba Armor Consulting Group Llc
    Putnam Valley, NY
  • 05/2016 → 03/2023
    Massachusetts Mutual Life Insurance Company
    Melville, NY
  • 03/2018 → 03/2023
    Melville, NY
  • 03/2023 → Present
    The Prudential Insurance Co. Of America
    Forest Hills, NY
  • 03/2023 → 11/2024
    Forest Hills, NY
  • 11/2024 → Present
    Forest Hills, NY
Previous Registrations
Other Businesses

1) 12/05/2024 - The Big I Suffolk County - Community education on insurance. Fundraising and membership committee - Non-Profit Board Member - Non Inv Related - At Forest Hills, NY - Start Date 06/01/2022 - 2hrs/mth - 0hrs/mth During Trading 2) 11/20/2024 - Nexus Point Advisors LLC - Sales of auto, home and commercial insurance, group insurance, Medicare and non-variable insurance sold by employees - Property and Casualty - Inv Related - At Forest Hills, NY - Start Date 04/16/2017 - 25hrs/mth - 0hrs/mth During Trading 3) 11/19/2024 - Stiegelbauer Associates - It's our family business. From time to time if an emergency happens, I assist - Outside/W-2 Employment - Non Inv Related - At Forest Hills, NY - Start Date 06/01/2011 - 2hrs/mth - 0hrs/mth During Trading 4) 05/27/2026 - Solera Advisory Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) -Start Date 04/29/2026 - 160 hours per month/ during trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-08-26
  • S63 Uniform Securities Agent State Law Examination
    2008-08-26
Other Names
  • Edgar Xavier Montenegro
  • Eddie Montenegro

View on SEC IAPD

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