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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-11-14 |
| MD | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
1657 Crofton Blvd Suite 200, Crofton, MD 21114 • United States
909 Rose Avenue Suite 650, North Bethesda, MD 20852 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Bethesda | MD | 08/2020 | 01/2021 |
| W Hotel | Washington | DC | 05/2010 | 04/2021 |
| Windsor Communities | Washington | DC | 07/2020 | 02/2021 |
| Pruco Securities, Llc. | Bethesda | MD | 04/2021 | 11/2024 |
| Prudential Insurance Company Of America | Bethesda | MD | 04/2021 | Present |
| Lpl Enterprise, Llc | North Bethesda | MD | 11/2024 | Present |
1) 01/13/2025 - Precision Wealth Planners - DBA for LPL Business (entity for LPL business) - INV Related - At reported business location(s) - Start Date 01/01/2025 - 160hrs/mth - 160hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-16 |
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