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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-11-14 |
Branch Locations
135 Us Highway 202/206 Suite 3, Bedminster, NJ 07921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Personal And Workplace Advisors | Los Angeles | CA | 05/2015 | 09/2017 |
| Pruco Securities, Llc. | Basking Ridge | NJ | 02/2021 | 11/2024 |
| Fidelity Personal And Workplace Advisors | Millburn | NJ | 09/2017 | 11/2018 |
| Gamechange Solar | New York | NY | 11/2018 | 02/2020 |
| Unemployed | Millburn | NJ | 02/2020 | 02/2021 |
| Prudential Insurance Company Of America | Basking Ridge | NJ | 07/2021 | Present |
| Lpl Enterprise, Llc | Basking Ridge | NJ | 11/2024 | Present |
1. 03/20/2025 - Plymouth Rock - Property and Casualty - Warren, NJ - INV REL - Start Date 10/01/2022 - 1hr/mth 2. 03/24/2025 - Chartered Financial Services - DBA for LPL Business (entity for LPL business) - Warren, NJ - INV REL - Start Date 01/01/2025 - 160hrs/mth 3. 07/08/2025 - Prudential Sponsored Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Inv related - At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-05-21 |
| S66 | Uniform Combined State Law Examination | 2013-03-15 |
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