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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-11-14 |
Branch Locations
310 N. Michigan St Unit 200A, Plymouth, IN 46563 • United States
8888 Keystone Crossing Suite 580, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | South Bend | IN | 05/2003 | 03/2023 |
| Bankers Life Advisory Services, Inc | South Bend | IN | 10/2019 | 03/2023 |
| Bankers Life Securities, Inc | South Bend | IN | 10/2022 | 03/2023 |
| Pruco Securities, Llc | Indianapolis | IN | 03/2023 | 11/2024 |
| The Prudential Insurance Company Of America | Indianapolis | IN | 03/2023 | Present |
| Lpl Enterprise, Llc | North Liberty | IN | 11/2024 | Present |
1) 11/15/2024- Agent Pipeline- Through FMO Agent Pipeline, I'm contracted to sell Medicare, Individual Health, Critical Illness, Prescription, Dental, Vision, and Home Care products- Non-Variable Insurance- INV Related- North Liberty IN- Start Date 03/06/2023- 20hrs/mth- 20hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-03 |
| S65 | Uniform Investment Adviser Law Examination | 2019-09-20 |
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