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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-11-14 |
Branch Locations
11300 Johns Creek Pkwy Suite 200, Johns Creek, GA 30097 • United States
3343 Peachtree Road, N.E. Suite 700, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Johns Creek | GA | 06/2018 | 11/2024 |
| Wheels Up | Manhattan | NY | 06/2017 | 08/2017 |
| 100 Proof | Athens | GA | 12/2016 | 05/2017 |
| 7Th Grade-College Grad | Atlanta/Athens | GA | 08/2008 | 08/2018 |
| The Prudential Insurance Company Of America | Johns Creek | GA | 11/2018 | Present |
| Lpl Enterprise, Llc | Johns Creek | GA | 11/2024 | Present |
1. 11/14/2024 - Cornerstone Financial Partners -DBA for LPL Business (entity for LPL business) - Duluth, GA - INV REL - Start Date 01/01/2023 - 100hrs/mth | 80hrs during trading 2. 07/08/2025 - Prudential Sponsored Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Inv related - At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-25 |
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