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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
3333 Michelson Drive Suite 820, Irvine, CA 92612 • United States
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | La Habra | CA | 03/2007 | 11/2024 |
| Prudential Insurance Company Of America | La Habra | CA | 03/2007 | Present |
| Lpl Enterprise, Llc | Irvine | CA | 11/2024 | Present |
CALIFORNIA CHOICE|KAISER PERMANENTE INS CO HEALTH INSURANCE SALES POSITION: Health Insurance Sales NATURE: Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/24/2019 ADDRESS: 1265 Stonehedge Ln, La Habra CA 90631, United States DESCRIPTION: Independent agent certified to sell health, dental and medicare advantage and part d insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-18 |
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