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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-11-14 |
Branch Locations
9300 Shelbyville Road Suite 900, Louisville, KY 40222 • 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. | Louisville | KY | 05/2007 | 11/2024 |
| Prudential Insurance Company Of America | Louisville | KY | 05/2007 | Present |
| Lpl Enterprise, Llc | Louisville | KY | 11/2024 | Present |
PlanChoice, Inc.~13257 O'Bannon Station Way, Louisville, KY 40223~health broker~N~Agent~7/2016~1 hrs/mo~1 trading hrs/mo;Aetna;CIGNA Health & Life Ins Co;Continental Life Ins Co Of Brentwood Tennesee;Omaha Ins Co;Provident Life & Accident Ins Co;SilverScript Ins Co;Standard Ins Co;Symphonix Health Ins Inc;United Healthcare Ins Co.;Unum Life Ins Co Of America;United HealthCare of Wisconsin GENERAL HEALTH INSURANCE POSITION: Agent NATURE: Finance and Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/20/2015 ADDRESS: 1218 Royal Ave, Louisville KY 40204, United States DESCRIPTION: Selling Health Insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-14 |
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