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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
5700 Granite Pkwy Suite 360, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Plano | TX | 07/2021 | 11/2024 |
| Plano West Senior High School Baseball | Plno | TX | 06/2017 | 07/2021 |
| Full Time Student | Plano | TX | 10/2010 | 06/2017 |
| Prudential Insurance Company Of America | Plano | TX | 01/2022 | Present |
| Lpl Enterprise, Llc | Plano | TX | 11/2024 | Present |
1) 09/06/2024- Coach- Coach/ Sports/ Fitness- Baseball coach- Not INV Related- At PLANO TX- Start date 06/06/2017- 5 HRS MTH- 0 HRS During Trading 2) 02/05/2026-Treaty Oak Advisors-Financial Advisor-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 12/22/2025-160hrs/mth-160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-14 |
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