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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-26 |
| NJ | RA | APPROVED | 2024-11-14 |
Branch Locations
150 River Road Suite F-3, Montville, NJ 07045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities , Llc | Basking Ridge | NJ | 12/2004 | 01/2022 |
| The Prudential Insurance Company Of America | Basking Ridge | NJ | 12/2004 | 01/2022 |
| Pruco Securities Llc | Montville | NJ | 03/2022 | 11/2024 |
| The Prudential Insurance Company Of America | Basking Ridge | NJ | 03/2022 | Present |
| Lpl Enterprise, Llc | Montville | NJ | 11/2024 | Present |
1) 03/10/2025- Prudential- Property and Casualty- Servicing existing P & C clients- inv. related- at Montville, NJ- start date 02/15/2005- 10hrs/mnth-10hrs during trading 2) 03/19/2025- Staxxon Inc- Business Entity For Tax/Investment Purposes Only- Passive Investor with no decision making authority- inv. related- at Montclair, NJ- start date 06/01/2012- 0hrs/mnth-0hrs during trading 3) 03/13/2025- Montville Group Insurance & "Financial Services- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s)-start date 03/15/2022-150hrs/mnth-125hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-31 |
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