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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-11-14 |
Branch Locations
1 Corporate Drive Suite 205, Shelton, CT 06484 • 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 |
|---|---|---|---|---|
| Sacred Heart University | Fairfield | CT | 01/2017 | 01/2018 |
| David Lerner Associates, Inc. | Westport | CT | 06/2018 | 07/2019 |
| Axa Advisors, Llc | New York | NY | 09/2019 | 01/2020 |
| Unemployed | Fairfield | CT | 02/2020 | 11/2021 |
| Student | Fairfield | CT | 11/2011 | 12/2016 |
| Apr Consulting | Norwalk | CT | 01/2018 | 06/2018 |
| Avantax Investment Services Inc | Milford | CT | 12/2021 | 04/2023 |
| Avanatax Advisory Services | Milford | CT | 09/2022 | 04/2023 |
| Rj Testo & Associates | Milford | CT | 01/2023 | 07/2023 |
| Pruco Securities Llc | Shelton | CT | 06/2023 | 11/2024 |
| The Prudential Insurance Company Of America | Shelton | CT | 08/2023 | Present |
| Lpl Enterprise, Llc | Shelton | CT | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-13 |
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