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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-11-14 |
| NC | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Asheville | NC | 02/1990 | Present |
| Pruco Securities, Llc. | Asheville | NC | 02/1990 | 11/2024 |
| Lpl Enterprise, Llc | Asheville | NC | 11/2024 | Present |
1) 10/25/2024 - The Palmer Group - DBA for LPL Business (entity for LPL business) - INV Related - At reported business location(s) - Start Date 08/06/2014 - 160hrs/mth - 160hrs During Trading 2) 10/25/2024 - J. Palmer LLC - Non-Variable Insurance - Insurance Agency, Sale of life insurance, disability insurance, fixed annuities and long-term care insurance - INV Related - At Asheville, NC - Start Date 05/07/2010 - 5hrs/mth - 5hrs During Trading 3) 10/25/2024 - JJ Palmer Investments LLC - Real Estate Rental - Owner of rental property that produce income - Inv Related - At Biltmore Lake, NC - Start Date 03/01/2003 - 1hrs/mth - 0hrs During Trading 4) 10/25/2024 - Amelia Sun LLC - Real Estate Rental - Office Building for The Palmer Group - INV Related - At Asheville, NC - Start Date 11/04/2014 - 1hrs/mth - 0hrs During Trading 5) 10/25/2024 - Howard Neil McKeehan - Act in a Fiduciary Capacity - INV Related - At Marble, NC - Start Date 07/07/2023 - 1hrs/mth - 0hrs During Trading 6) 12/12/2024 - J.J. Palmer and Son LLC - Real Estate Rental - Investor - INV Related - At Biltmore Lake, NC - Start Date 11/05/2024 - 0hrs/mth - 0hrs During Trading 7) 11/26/2024 - Makers Box with One More Child - Non-Profit Board Member - Advisory board member to The Makers Box formally known as Orbie for Orphans - Not INV Related - At Lakeland, FL - Start Date 01/01/2024 - 1hrs/mth - 0hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-13 |
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