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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-11-14 |
| NJ | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Hunt Valley | MD | 12/2015 | 11/2024 |
| Prudential Insurance Company Of America | Hunt Valley | MD | 03/2016 | Present |
| Lpl Enterprise, Llc | Hunt Valley | MD | 11/2024 | Present |
1) 10/10/2024 - Health Insurance Sales - Medicare Supplement Sales Agent - Non-Variable Insurance - Non Inv Related - At Hunt Valley, MD - Start Date 02/11/2020 - 2hrs/mth - 2hrs/mth During Trading 2) 10/10/2024 - Health Insurance - Assist clients in selecting Medicare supplement plans - Non-Variable Insurance - Inv Related - At Hunt Valley, MD - Start Date 02/11/2020 - 1hrs/mth - 1hrs/mth During Trading 3) 02/10/2026-P3 Wealth Advisors, LLC-DBA Partner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 02/06/2025-160hrs/mth-160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-24 |
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