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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
8215 Sw Tualatin-Sherwood Rd Ste# 200, Tualatin, OR 97062 • United States
7525 Se 24Th Street Suite 110, Mercer Island, WA 98040 • United States
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 |
|---|---|---|---|---|
| Pruco Securities, Llc. | Tualatin | OR | 07/1991 | 11/2024 |
| Prudential Insurance Company Of America | Tualatin | OR | 07/1991 | Present |
| Lpl Enterprise, Llc | Tualatin | OR | 11/2024 | Present |
1)11/14/2024-Hudson Insurance-Non-Variable Insurance-Health Insurance Sales-TUALATIN, OR -INV related-start date-09/01/2024- 2 HRS/MTHS- 2 HRS during trading 2)11/14/2024-Columbia Benefit Solutions-Non-Variable Insurance-Health Insurance Sales-TUALATIN, OR-INV related-start date 11/18/2020- 2 HRS/MTHS- 2 during trading 3)02/18/2025-Comparion-Property and Casualty-Agent-Inv Related-At Tualatin, OR-Start date 07/08/1991-1hrs/mth-1hrs/mth during trading 4) 11/14/2024- Health Insurance - Randall Barkhurst- Non-Variable Insurance-inv related- at reported business location(s)- start date 11/13/2023- 2hrs/mnth-2hrs during trading 5) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-18 |
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