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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-18 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | Sarasota | FL | 11/2012 | Present |
| Pruco Securities Llc | Sarasota | FL | 11/2012 | 11/2024 |
| Lpl Enterprise, Llc | Sarasota | FL | 11/2024 | Present |
1.09/05/2024; MOUNI AND ASSOCIATES LLC; Real Estate Rental; YES inv related; 12 hr/mo non trading; 0 hr/mo trading; 01/14/2022 INNOVATIVE ASSET MANAGEMENT POSITION: Financial Professional NATURE: Insurance and Investments INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/31/2022 ADDRESS: 401 N. Cattleman Rd, Ste 110, Sarasota FL 34232, United States DESCRIPTION: Sales and Service of Insurance and Investments MOUNI AND ASSOCIATES, LLC POSITION: Owner NATURE: Real Estate Development Rental and Leasing INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/14/2022 ADDRESS: 4892 Greencroft Rd, Sarasota FL 34235, United States DESCRIPTION: Rent property / Long term MDM WEALTH ADVISORS POSITION: Leslie Maskewitz,Timothy Mariano,Mounira Dadou NATURE: Finance and Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/10/2023 ADDRESS: 4892 Greencroft Rd, Sarasota FL 34235, United States DESCRIPTION: the entity is to rent an office only
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-07-02 |
| S65 | Uniform Investment Adviser Law Examination | 2016-06-03 |
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