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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-11-14 |
Branch Locations
12 Lincoln Blvd Suite 102, Emerson, NJ 07630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Hoboken | NJ | 04/2011 | Present |
| Pruco Securities, Llc. | Hoboken | NJ | 04/2011 | 11/2024 |
| Lpl Enterprise, Llc | Emerson | NJ | 11/2024 | Present |
1) 12/26/2024- PS RE Ventures LLC- PS RE Ventures is a holding entity which comprises all underlying real estate investment holdings (ownership interest in LLCs, partnerships, etc.)- Business Entity for Tax/Investment Purposes Only- Not INV Related- Emerson, NJ- Start Date 01/01/2023- 0hrs/mth- 0hrs during trading 2) 12/26/2024- Bona Vita Benefits Group LLC- Bona Vita Benefits Group is my DBA in which I operate an advisory practice focused on providing consultative process and solutions for individuals and business owners- DBA for LPL Business (entity for LPL business)- INV Related- Emerson, NJ- Start Date 01/01/2014- 200hrs/mth- 160hrs during trading 3) 12/26/2024- PS 6 Ave B LLC- This entity owns a limited partnership interest in a real estate building in NYC- Business Entity for Tax/Investment Purposes Only- Not INV related- Emerson, NJ- Start Date 01/01/2023- 0hrs/mth- 0hrs during trading 4) CRG-Orangeast LLC- This is an investment I own which holds a limited partnership interest in a real estate building in NYC- Business Entity for Tax/Investment Purposes Only- Not INV Related- Emerson, NJ- Start Date 08/01/2023- 0hrs/mth- 0hrs during trading 5) 04/07/2026-Bona Vita Financial Services LLC-Owner-Business Entity For Tax/Investment Purposes Only-Inv related-At Emerson, NJ-Start date 04/01/2026-0hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-05-31 |
| S65 | Uniform Investment Adviser Law Examination | 2012-03-06 |
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