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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 |
| MO | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
4760 N Us Highway 1 Suite 202, Melbourne, FL 32935 • 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. | Melbourne | FL | 04/2011 | 11/2024 |
| Prudential Insurance Company Of America | Melbourne | FL | 04/2011 | Present |
| Lpl Enterprise, Llc | Melbourne | FL | 11/2024 | Present |
1) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s) 2) 08/11/2025-ClearView Wealth Management-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s) Start date 08/01/2025-160hrs/mth-160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-29 |
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