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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
1509 Johnson Ferry Road Ste T4A, Marietta, GA 30062 • United States
3343 Peachtree Road, N.E. Suite 700, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | Atlanta | GA | 11/2011 | 07/2018 |
| Pruco Securities, Llc | Atlanta | GA | 11/2011 | 07/2018 |
| Pruco Securities, Llc. | Atlanta | GA | 04/2020 | 03/2023 |
| Willis Towers Watson | Atlanta | GA | 07/2018 | 07/2019 |
| Unemployed | Atlanta | GA | 07/2019 | 09/2019 |
| Kaiser Permanente | Atlanta | GA | 09/2019 | 03/2023 |
| Pruco Securities Llc. | Atlanta | GA | 12/2023 | 11/2024 |
| The Prudential Insurance Company Of America | Atlanta | GA | 12/2023 | Present |
| Lively | San Francisco | CA | 03/2023 | 10/2023 |
| Unemployed | Atlanta | GA | 11/2023 | 12/2023 |
| Lpl Enterprise, Llc | Marietta | GA | 11/2024 | Present |
1) 09/30/2024 - Fred Bozzuto - Non-Variable Insurance - Hold an old group disability policy for a client from 2016 - INV Related - At Brookhaven, GA - Start Date 05/10/2016 - 1hrs/mth - 1hrs During Trading 2) 09/30/2024 - KF Benefits, LLC - Non-Variable Insurance - Company designed to broker small business employee benefits. - INV Related - At Brookhaven, GA - Start Date 02/01/2024 - 70hrs/mth - 65hrs During Trading 3) 09/30/2024 - KF Benefits - Non-Variable Insurance Commission Trails - Paid a commission directly from the carriers that the client selects - INV Related - At Atlanta, GA - Start Date 01/01/2024 - 0hrs/mth - 0hrs During Trading 4) 09/30/2024 - Prudential - Non-Variable Insurance Commission Trails - This is an old group life and disability policy I sold in 2017, which is still in place - INV Related - At Atlanta, GA - Start Date 01/01/2017 - 0hrs/mth - 0hrs During Trading 5) 09/30/2024 - KF Benefits - Business Owner - LLC used to sell group benefit products - INV Related - At Brookhaven, GA - Start Date 02/05/2024 - 80hrs/mth - 60hrs During Trading 6) 07/08/2025 - Prudential Sponsored Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV Related - At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-17 |
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