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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-12 |
Branch Locations
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 |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | Sarasota | FL | 05/2012 | 02/2020 |
| Pruco Securities, Llc | Sarasota | FL | 05/2012 | 02/2020 |
| The Prudential Insurance Company Of America | Sarasota | FL | 03/2020 | 01/2021 |
| Pruco Securities | Sarasota | FL | 03/2020 | 01/2021 |
| Moors & Cabot Inc | Sarasota | FL | 01/2021 | 03/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2023 | 03/2026 |
| Fairway Wealth Management | Sarasota | FL | 03/2023 | Present |
| Agave Properties Llc | Sarasota | FL | 10/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2023 | 03/2026 |
| Lpl Enterprise Llc | Sarasota | FL | 03/2026 | Present |
1. 02/27/2026 - Kristopher Phillips N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Sarasota, FL - INV REL - Start Date: 02/26/2026 - 160 Hrs/Mth - 160 Hrs During Trading 2. 02/27/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Sarasota, FL - INV REL - Start Date: 02/26/2026 - 160 Hrs/Mth - 160 Hrs During Trading 3. 02/27/2026 - Agave Properties LLC - Business Entity For Tax/Investment Purposes Only - Sarasota, FL - Not INV REL - Start Date: 10/25/2021 - 2 Hrs/Mth - 2 Hrs During Trading 4. 02/27/2026 - Agave Properties LLC - Real Estate Rental - Sarasota, FL - INV REL - Start Date: 10/22/2021 - 2 Hrs/Mth - 0 Hrs During Trading 5. 02/27/2026 - Fairway Wealth Management - DBA for LPL Business (entity for LPL business) - Sarasota, FL - INV REL - Start Date: 03/23/2023 - 40 Hrs/Mth - 40 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-08-22 |
| S65 | Uniform Investment Adviser Law Examination | 2013-07-11 |
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