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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-05 |
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
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 | Sarasota | FL | 01/2015 | 11/2024 |
| Prudential Insurance Co. Of America | Sarasota | FL | 01/2015 | Present |
| Lpl Enterprise, Llc | Sarasota | FL | 11/2024 | Present |
MDM WEALTH ADVISORS POSITION: LESLIE MASKEWITZMOUNIRA DADOUTIMOTHY MARIANO NATURE: Finance and Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/10/2023 ADDRESS: 4892 GREENCROFT RD, SARASOTA FL 34235, United States DESCRIPTION: THE ENTITY IS TO RENT OFFICE SPACE ONLY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-17 |
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