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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-22 |
| NJ | RA | APPROVED | 2024-11-14 |
Branch Locations
10000 Lincoln Dr. E. Suite 201, Marlton, NJ 08053 • United States
Marlton, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Marlton | NJ | 07/2016 | Present |
| Pruco Securities, Llc. | Marlton | NJ | 07/2016 | 11/2024 |
| Lpl Enterprise, Llc | Marlton | NJ | 11/2024 | Present |
1) 12/06/2024-Garden State Financial Agency-Director of Business Development-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date-12/06/2021-217hrs/mth-170hrs/mth during trading 2) 09/29/2025-Congregation Kol Ami-Membership VP Sisterhood-Non-Profit Board Member-Inv related-At Cherry Hill, NJ-Start date 09/26/2025-10hrs/mth-2hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-09 |
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