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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-14 |
Branch Locations
8080 Beckett Center Drive Suite 116, West Chester, OH 45069 • United States
One Easton Oval Suite 550, Columbus, OH 43219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | West Chester | OH | 06/2015 | 11/2024 |
| Prudential Insurance Company Of America | West Chester | OH | 09/2015 | Present |
| Lpl Enterprise, Llc | West Chester | OH | 11/2024 | Present |
1) 02/14/2025-Matthew B. Close-Property & Casualty Insurance offered through Comparion Agency owned by Liberty Mutual-Inv Related-At West Chester, OH-Start date 10/01/2016-5hrs/mth-5hrs/mth during trading 2)11/14/2025-Matthew B. Close-P&C policies for customers not eligible to be written with other carriers. -Inv Related-At West Chester, OH-Start date 04/30/2016-1hrs/mth-1hrs/mth during trading 3)02/14/2025-Matthew B. Close-Health Insurance agent-Inv related-Start date 01/09/2013-At West Chester, OH-2hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-14 |
| S65 | Uniform Investment Adviser Law Examination | 2016-06-27 |
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