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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-11-14 |
Branch Locations
500 Edgewater Drive Suite 595, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Argeros Realty Trust | Lynnfield | MA | 09/2007 | Present |
| United Planners' Financial Services | Scottsdale | AZ | 03/2014 | 01/2017 |
| American Prosperity Group | Lynnfield | MA | 06/2010 | 02/2018 |
| Soregra, Inc | Lynnfield | MA | 06/2010 | 02/2018 |
| Pruco Securities, Llc. | Wakefield | MA | 03/2018 | 11/2024 |
| Prudential Insurance Company Of America | Wakefield | MA | 03/2018 | Present |
| Lpl Enterprise, Llc | Wakefield | MA | 11/2024 | Present |
1) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s) 2) 11/19/2024-Argeros Realty Trust-Managing Trustee-Real Estate Rental-Inv related-At Lynnfield, MA-Start date 11/15/2007-10hrs/mth-10hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-13 |
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