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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-11-14 |
| VA | RA | APPROVED | 2024-11-14 |
Branch Locations
1657 Crofton Blvd Suite 200, Crofton, MD 21114 • 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 |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | GA | 01/2015 | 03/2022 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 03/2022 |
| The Prudential Insurance Company Of America | Hunt Valley | MD | 03/2022 | Present |
| Pruco Securities Llc | Hunt Valley | MD | 03/2022 | 11/2024 |
| Lpl Enterprise, Llc | North Bethesda | MD | 11/2024 | Present |
1. 07/08/2025 - Prudential Sponsored Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Inv related - At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-28 |
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