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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
Walnut Creek, CA • United States
1731 Technology Dr Suite 600, San Jose, CA 95110 • United States
2 disclosure categories 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. | Walnut Creek | CA | 05/2020 | 11/2024 |
| Prudential Insurance Company Of America | Walnut Creek | CA | 05/2020 | Present |
| Arkshire Financial | Fairfield | CA | 08/2016 | 05/2020 |
| T&L Wine Solutions Llc | San Francisco | CA | 08/2012 | 03/2017 |
| Lpl Enterprise, Llc | Plesant Hill | CA | 11/2024 | Present |
1) 11/26/2024 - Tony Phouanenavong - Non-Variable Insurance - Selling Disability insurance to doctors at UCSF - INV Related - At Pleasant Hill, CA - Start Date 03/16/2022 - 20hrs/mth - 0hrs During Trading 2) 04/22/2025-Pleasant Hill Education Center-Community Based Instructor-Teacher Paid by School or University-Inv related-Start Date 09/01/2025-6hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-02 |
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