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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-14 |
Branch Locations
1565 Corporate Woods Pkwy Suite 103, Uniontown, OH 44685 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Uniontown | OH | 02/2019 | 11/2024 |
| Cleveland Clinic | Uniontown | OH | 06/2013 | Present |
| Prudential Insurance Company Of America | Uniontown | OH | 05/2019 | Present |
| Lpl Enterprise, Llc | Uniontown | OH | 11/2024 | Present |
1) 10/02/2024- Stephan Financial Solutions LLC-DBA for LPL Business (entity for LPL business)-Financial Planner-INV related-UNIONTOWN, OH-start date-03/01/2019- 160 HRS/MTH- 120 during trading 2)09/19/20204-Rayl Charitable Organization-Non-Profit Board Member-Board Member-NOT inv related-UNIONTOWN, OH-start date-12/01/2018- 4 HRS/MTH- 0 HRS during trading 3)08/12/2025-Wright Wealth and Financial Solutions LLC-Owner-Non-Variable Insurance-Inv related-At Uniontown, OH-Start date 09/01/2025-10hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-08 |
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