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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-15 |
Branch Locations
5200 77 Center Drive Suite 210, Charlotte, NC 28217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty | Mooresville | NC | 03/2014 | 03/2022 |
| Bankers Life Securities, Inc. | Chicago | IL | 05/2016 | 03/2022 |
| The Prudential Insurance Company Of America | Charlotte | NC | 03/2022 | Present |
| Pruco Securities, Llc | Charlotte | NC | 03/2022 | 11/2024 |
| Lpl Enterprise, Llc | Charlotte | NC | 11/2024 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 06/2026 | Present |
| Cetera Investment Advisors Llc | Charlotte | NC | 06/2026 | Present |
1. MEDICARE INSURANCE (UNITED HEALTHCARE, BCBS, HUMANA, AETNA, CIGNA) 2. BLB PROPERTY GROUP LLC, REAL ESTATE, 100% OWNER 3. BENATOVICH ASSET MANAGEMENT LLC DBA LIVE FREE WEALTH PLANNING, DBA FOR CETERA BUSINESS, 100% OWNER 4. PORT CITY SUPPLY COMPANY LLC, RETAIL ARBITRAGE BUSINESS, 100% OWNER, 0-10/HRS/WK 5. FIDUCIARY TRUSTEE FOR MOTHER’S TRUST, 0-10/HRS/WK 6. NBK PROPERTIES LLC, LLC OWNED BY MOTHER’S TRUST, MANAGE REAL ESTATE PROPERTY, 0-4/HRS/WK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-29 |
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