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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-18 |
Branch Locations
1342 Timberlane Road Suite 201-B, Tallahassee, FL 32312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Tallahassee | FL | 09/2013 | 11/2024 |
| Prudential Insurance Company Of America | Tallahassee | FL | 09/2013 | Present |
| Lpl Enterprise, Llc | Tallahassee | FL | 11/2024 | Present |
TALLAHASSEE MOUNTAIN BIKE ASSOCIATION POSITION: AT LARGE NATURE: TRAIL ADVOCACY GROUP, AND 501C3 INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 11/05/2022 ADDRESS: 1700 North Monroe Street, Suite 11-351, Tallahassee FL 32303, United States DESCRIPTION: Matt, thanks for speaking with me this morning. The At-Large position on the Board of Directors of the Tallahassee Mountain Bike Association has no fiscal duties or responsibilities other than voting with all other board members on budget related matters (eg. funding for Spring trip, payment for sharpening tools, payments for Brewtallaty). The Board has a volunteer Treasurer who handles the finances. The time commitment is at the discretion of the At Large board member, but there is an expectation of involvement such as attendance at as many board meetings as possible, engagement on board matters via email, assistance with as many TMBA initiatives as possible such as membership, trail planning and maintenance, club communications, event planning and execution. On a monthly average, I spend approximately 1.5 hours per week on TMBA matters (board discussions, board mtgs, work days, beginner ride, other).-Douglas S. Bell, Attorney At LawMetz, Husband & Daughton, PA119 S Monroe 32301 RENTAL PROPERTY. POSITION: owner NATURE: Rental. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/27/2018 ADDRESS: 2104 Delta Way, Suite. 6, Tallahassee FL 32303, United States DESCRIPTION: I pay taxes, rental expenses, and necessary maintenance expenses. I rent excess office space.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-07-15 |
| S65 | Uniform Investment Adviser Law Examination | 2011-04-19 |
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