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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
4700 Millenia Boulevard Suite 310, Orlando, FL 32839 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Orlando | FL | 08/2021 | 11/2024 |
| Mobile County Public School System | Mobile | AL | 08/2017 | 08/2021 |
| Escambia County Public School System | Brewton | AL | 02/2011 | 08/2017 |
| Prudential Insurance Company Of America | Orlando | FL | 10/2021 | Present |
| Lpl Enterprise, Llc | Orlando | FL | 11/2024 | Present |
1) 09/25/2024 - Foundational Wealth Planners - Fee based financial advisory, insurance and wealth management services - DBA for LPL Business (entity for LPL business) - Inv Related - At ORLANDO, FL - Start Date 10/01/2021 - 180hrs/mth - 180hrs/mth During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-21 |
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