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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 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
256 South Livingston Avenue, Livingston, NJ 07039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Basking Ridge | NJ | 09/2005 | Present |
| Pruco Securities, Llc. | Basking Ridge | NJ | 09/2005 | 11/2024 |
| Lpl Enterprise, Llc | Livingston | NJ | 11/2024 | Present |
1) 10/21/2024 - Brookside Financial Strategies - DBA for LPL Business (entity for LPL business) - INV Related - At reported business location(s) - Start Date 04/01/2024 - 200hrs/mth - 150hrs During Trading 2) 10/21/2024 - Rental Property - Real Estate Rental - Own Property that I have a property manager solicited and management rental income for us - INV Related - At North Myrtle Beach, SC - Start Date 10/24/2022 - 5hrs/mth - 0hrs During Trading 3) 03/10/2025 - Prudential - Property and Casualty - Offering personal Property & Casualty Insurance to clients via Plymouth Rock, Liberty Mutual, and servicing Homesite. - INV Related - At Livingston, NJ - Start Date 10/04/2006 - 3hrs/mth - 2hrs During Trading 4) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s) 5) 2/11/2026-LRP Wealth Management-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 02/06/2026-5hrs/mth-3hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-25 |
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