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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-11-14 |
Branch Locations
150 River Road Suite F-3, Montville, NJ 07045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Montville | NJ | 09/1990 | Present |
| Pruco Securities, Llc. | Montville | NJ | 09/1990 | 11/2024 |
| Lpl Enterprise, Llc | Montville | NJ | 11/2024 | Present |
1) 09/19/2024- The Montville Group- Business Entity For Tax/Investment Purposes Only- this is my DBA for having an associate producer and to pay my P&C salaries and business expenses. A pass through entity- At Montville, NJ- Start date 12/01/1994- 150 HRS MTH- 150 HRS During Trading 2) 09/11/2024- NJ Paip- Property and Casualty- This is for assigned risk auto insurance only, for customers who cannot get insurance in the standard market, maybe 3-4 polices per year- At Montville, NJ- Start date 10/05/1992- 3 HRS MTH- 3 HRS During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-04-01 |
| S65 | Uniform Investment Adviser Law Examination | 2001-01-19 |
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