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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gfi (Hk) Securities Llc | Central | AK | 08/2002 | 05/2019 |
| Massmutual | Tampa | FL | 04/2020 | 03/2022 |
| Mml Investors Services | Tampa | FL | 05/2020 | 03/2022 |
| Unemployed | Tampa | FL | 05/2019 | 04/2020 |
| Pruco Securities Llc | Sarasota | FL | 03/2022 | 11/2024 |
| The Prudential Insurance Company Of America | Sarasota | FL | 05/2022 | Present |
| Lpl Enterprise, Llc | Sarasota | FL | 11/2024 | Present |
FIRST UNITED BENEFIT GROUPS POSITION: President NATURE: Healthcare and Social Assistance INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 7 START DATE: 03/22/2022 ADDRESS: 9996 Cherry Hills Avenue, Bradenton FL 34202, United States DESCRIPTION: Health Insurance FIRST UNITED BENEFIT CORP POSITION: President NATURE: Healthcare and Social Assistance INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 7 START DATE: 03/22/2022 ADDRESS: 9996 Cherry Hills Avenue, Bradenton FL 34202, United States DESCRIPTION: Offering Healthcare Insurance MDM WEALTH ADVISORS POSITION: Leslie Masewitz - Advisor Mounira Dadou - Advisor Timothy Mariano - Advisor NATURE: Finance and Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/10/2023 ADDRESS: 4892 Greencroft Rd, Sarasota FL 34235, United States DESCRIPTION: The entity is for renting office space only
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-09 |
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