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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-24 |
| NY | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
395 Palm Coast Pkwy Sw Suite 5, Palm Coast, FL 32137 • United States
400 Plaza Drive, Vestal, NY 13850 • United States
500 Plum St Ste 301, Syracuse, NY 13204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Syracuse | NY | 06/2008 | 11/2016 |
| Pruco Securities, Llc. | Dewitt | NY | 11/2016 | 11/2024 |
| Prudential Insurance Company Of America | Dewitt | NY | 11/2016 | Present |
| Lpl Enterprise, Llc | Syracuse | NY | 11/2024 | Present |
1) 08/22/2025-TMRW Financial Group-Owner-Senior Advisor-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 08/06/2025-160hrs/mth-130hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-11 |
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