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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
3415 Greystone Dr. Suite 105A, Austin, TX 78731 • United States
3333 Michelson Drive Suite 820, Irvine, CA 92612 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Pruco Securities, Llc. | Irvine | CA | 02/2015 | 11/2024 |
| Umana Monei Real Estate | San Juan Capistrano | CA | 06/2014 | 04/2020 |
| Prudential Insurance Company Of America | Irvine | CA | 02/2015 | Present |
| Lpl Enterprise, Llc | Irvine | CA | 11/2024 | Present |
1) 12/04/2024 - HISPANICA DBA UMANA - Business Entity For Tax/Investment Purposes Only - I RUN THE ACCOUNTING FOR THE COMPANY. - Not INV Related - At Spicewood, TX - Start Date 08/10/2020 - 8hrs/mth - 8hrs During Trading 2) 11/26/2025-Prudential Sponsored Non-Variable Insurance-Agent-Non-Variable Insurance/Insurance Agency-Inv related-At Irvine, CA-160hrs/mth-160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-27 |
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