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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
50 Francisco Street Suite 245, San Francisco, CA 94133 • 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 |
|---|---|---|---|---|
| Prudential Insurance Company Of America | San Francisco | CA | 07/2005 | Present |
| Pruco Securities, Llc. | San Francisco | CA | 07/2005 | 11/2024 |
| Lpl Enterprise, Llc | San Francisco | CA | 11/2024 | Present |
1.08/25/2026; Investment products and services are offered through LPL Enterprise LLC using the DBA/trade name Bridgewater Partners, Insurance and Financial Services, LLC; Investment Related; at Reported Business Location(s); Start Date 04/01/2015; 10hrs/mth; 10hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-11 |
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