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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-05-17 |
Branch Locations
1 Corporate Drive Suite 205, Shelton, CT 06484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bartlett Tree Experts | Monroe | CT | 06/2020 | 03/2025 |
| Insight Global | Stamford | CT | 02/2019 | 02/2020 |
| Lifebridge Community Services | Bridgeport | CT | 06/2018 | 10/2018 |
| Unemployed | Trumbull | CT | 02/2020 | 06/2020 |
| Unemployed | Trumbull | CT | 10/2018 | 02/2019 |
| University Of Alabama | Tuscaloosa | AL | 06/2016 | 06/2018 |
| Lpl Enterprise Llc | Shelton | CT | 03/2025 | Present |
1. 03/04/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Trumbull, CT., 06611 - Start Date 03/04/2025 - 160 HRS/MO 2. 03/04/2025 - N/A - Non-variable Insurance - INV REL - Trumbull, CT., 06611 - Start Date 03/04/2025 - 160 HRS/MO 3. 07/29/2026-PrimeForm Wealth Management-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 05/22/2026-160hrs/mth-130hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-16 |
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