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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
1836 West Virginia Avenue Suite 203, Mckinney, TX 75069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Mckinney | TX | 11/2014 | Present |
| Pruco Securities, Llc. | Mckinney | TX | 11/2014 | 11/2024 |
| Lpl Enterprise, Llc | Mckinney | TX | 11/2024 | Present |
1) 11/27/2024 - Temple Gate GMAV LLC/ dba Scordo Insurance Agency - Non-Variable Insurance - Selling Health Insurance - INV Related - At McKinney, TX - Start Date 07/08/2018 - 5hrs/mth - 1hrs During Trading 2) 11/19/2024 - Metro Relief - For-Profit Board Member - On the board as a general member, no position held at this time - Not INV Related - At The Colony, TX - Start Date 11/19/2020 - 2hrs/mth - 1hrs During Trading 3) 12/03/2024 - Temple Gate GMAV LLC / dba Scordo Insurance Agency - Property and Casualty - Owner and Operator of Scordo Insurance Agency offering commercial and personal lines insurance - INV Related - At McKinney, TX - Start Date 07/25/2018 - 80hrs/mth - 80hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-14 |
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