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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-18 |
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
400 N Ashley Dr Rivergate Tower / Suite 2600, Tampa, FL 33602 • United States
1 disclosure category 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. | Tampa | FL | 03/2016 | 11/2024 |
| Prudential Insurance Company Of America | Tampa | FL | 08/2016 | Present |
| Lpl Enterprise, Llc | Tampa | FL | 11/2024 | Present |
1) 09/12/2025-ClearView Wealth Management-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 09/11/2025-160hrs/mth-120hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-04 |
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