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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
9078 Union Centre Blvd Suite 350, West Chester, OH 45069 • United States
52 N Main St, Minster, OH 45865 • United States
570-E East Kremer-Hoying Road, St. Henry, OH 45883 • United States
105 N. Chestnut Street, Saint Marys, OH 45885 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Minster | OH | 09/2015 | 11/2024 |
| Ohio Army National Guard | Brook Park | OH | 12/1998 | Present |
| Prudential Insurance Company Of America | Minster | OH | 11/2015 | Present |
| Lpl Enterprise, Llc | St. Henry | OH | 11/2024 | Present |
1) 11/14/2024- Wealthpoint Financial- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Minister, Ohio- Start Date 09/26/2022- 1 HRS MTH- 0 HRS During Trading 2) 11/14/2024- Wealthpoint Properties- Real Estate Rental- INV Related- At Minister, Ohio- Start Date 0707/2023- 1 HRS MTH- 0 HRS During Trading 3) 11/14/2024- Wealthpoint- Non-Variable Insurance- INV Related- At Minister, Ohio- Start Date 03/11/2024- 10 HRS MTH- 5 HRS During Trading 4) 07/08/2025 - Prudential Sponsored Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Inv related - At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-27 |
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