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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | York | PA | 11/1989 | Present |
| Pruco Securities, Llc. | York | PA | 11/1989 | 11/2024 |
| Lpl Enterprise, Llc | York | PA | 11/2024 | Present |
1) 12/06/2024-White Rose Wealth Management LLC-Financial Advisor-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 06/01/2022-168hrs/mth-168hrs/mth during trading 2) 12/06/2024-Eastminster Presbyterian Church-Worship Elder / Session Member-Non-Profit Board Member-Not Inv Related-At York, PA-Start date 09/09/2024-5hrs/mth-0hrs/mth during trading 3) 11/28/2025-Liberty Mutual Insurance Co-Insurance Agent-Property and Casualty-Inv Related-At York, PA-Start date 12/19/1989-5hrs/mth-5hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-27 |
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