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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-11-14 |
Branch Locations
121 Continental Drive Suite 109, Newark, DE 19713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Des Insurance Services Inc | Corona | CA | 10/2014 | 11/2024 |
| Farmers Insurance Group | Corona | CA | 02/2011 | 03/2017 |
| Axa Advisors, Llc | New York | NY | 08/2018 | 03/2020 |
| Pruco Securities, Llc. | Bethesda | MD | 04/2021 | 11/2024 |
| United Insurance Group | Newark | DE | 05/2020 | 11/2024 |
| Prudential Insurance Company Of America | Bethesda | MD | 08/2021 | Present |
| Lpl Enterprise, Llc | North Bethesda | MD | 11/2024 | Present |
1) 03/07/2025 - Prudential Advisors - Comparion - Property and Casualty - I sell auto and homeowners insurance though Comparion Insurance Agency- inv. related - at Newark, DE- start date 10/15/2022- 4hrs/mnth-2hrs during trading 2) 03/07/2025 - DES Insurance Services Inc - Non-Variable Insurance- I sell Medicare Advantage and Medicare Supplement insurance - inv. related - at Newark, DE- start date 05/28/2014-4hrs/mnth-2hrs during trading 3) 02/26/2025 - Independent Contractor- Non-Variable Insurance- I sell Medicare Advantage and Medicare Supplement Insurance- inv. related -at Newark, DE- start date 03/28/2014- 2hrs/mnth-2hrs during trading 4) 02/11/2026-OLD LINE WEALTH PARTNERS-Financial Advisor-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 01/22/2026-0hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-01 |
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