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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-11-14 |
Branch Locations
300 Patriot Drive Suite B, Little Chute, WI 54140 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Appleton | WI | 09/2018 | 01/2020 |
| Unemployed | Pickett | WI | 07/2017 | 09/2018 |
| Bemis Company | Oshkosh | WI | 01/2005 | 07/2017 |
| The Prudential Insurance Company Of America | Appleton | WI | 03/2019 | 01/2020 |
| Principal Life Insurance Company | Wauwatosa | WI | 02/2020 | 09/2021 |
| Principal Securities Inc | Wauwatosa | WI | 02/2020 | 09/2021 |
| Synergy Advisory Group | Neenah | WI | 02/2020 | 10/2020 |
| Pruco Securities, Llc. | Appleton | WI | 08/2021 | 11/2024 |
| Prudential Insurance Company Of America | Appleton | WI | 09/2021 | Present |
| Lpl Enterprise, Llc | Little Chute | WI | 11/2024 | Present |
1. 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 | 2020-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-28 |
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