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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 | Souderton | PA | 05/1990 | Present |
| Pruco Securities, Llc. | Souderton | PA | 05/1990 | 11/2024 |
| Lpl Enterprise, Llc | Souderton | PA | 11/2024 | Present |
1) 2026-04-28 - Investment products and services are offered through LPL Enterprise LLC using the DBA/trade name. - TriValley Insurance - DBA for LPL Business (entity for LPL business) - Y - 160 - 160 - at reported business location(s) - 2026-04-28 - DBA was created to help promote health insurance, life insurance, long term care insurance, disability income insurance, and liberty mutual 2) 2025-12-15 - Comparion - Property and Casualty - Y - 10 - 4 - at reported business location(s) - 2025-12-10 - Sponsored outbrokerage through Prudential 3) 2025-07-08 - Prudential Sponsored Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Y - - - at reported business location(s) - 2025-07-08 - ?Fixed life insurance through Prudential Individual Life Insurance (ILI). ?Fixed life, disability, and LTC through the Prudential sponsored Crump and Ash agreements. ?Healthcare business through the Prudential sponsored agreements with Benefit Mall and Emerson Rogers. 4) 2026-04-28 - TriValley Insurance - Non-Variable Insurance/Insurance Agency - Y - 20 - 0 - at reported business location(s) - 2024-08-27 - health insurance, life insurance, long term care insurance, disability income insurance, and liberty mutual 5) 2024-08-23 - brent bernd - no business name - Real Estate Rental - Y - 1 - 0 - Chalfont PA - 2024-08-20 - collect rent, pay taxes 6) 2024-08-23 - dock mennonite academy - Coach/ Sports/ Fitness - N - 20 - 0 - at reported business location(s) - 2024-08-20 - Help coach XC team with running and stretching drills and assist with meet preparation on a part time basis 7) 2024-08-23 - souderton-Telford historical society - Non-Profit Board Member - N - 2 - 0 - Souderton PA - 2024-08-20 - help organize and facilitate meetings. help educate and preserve history of Souderton and Telford areas.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-06 |
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