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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-11-14 |
| IN | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
| WA | RA | APPROVED | 2024-11-14 |
Branch Locations
411 1/2 North Court Street, Marion, IL 62959 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Springfield | IL | 11/2015 | 11/2024 |
| Prudential Insurance Company Of America | Springfield | IL | 02/2016 | Present |
| Lpl Enterprise, Llc | Marion | IL | 11/2024 | Present |
1) 11/12/2024 - Our Lady of Mount Carmel Regional Catholic Church - Member of Church Parisch Council and Finance Council: Provides feedback and guidance to Pastor. Attending monthly meetings for Parish Council and quarterly meetings for Finance Council. Volunteering on special projects - Non-Profit Board Member - Non Inv Related - At Marion, IL - Start Date 07/01/2020 - 3hrs/mth - 0hrs/mth During Trading 2) 11/06/2024 - Premier Senior Marketing - I will use Premier Senior Marketing to offer Medicare supplements to my existing clients. Premier Senior Marketing provides life and health insurance products focusing on the senior market - Non-Variable Insurance - Inv Related - At Marion, IL - Start Date 04/09/2020 - 3hrs/mth - 3hrs/mth During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-12 |
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