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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-12-05 |
| TX | RA | APPROVED_RES | 2024-12-03 |
Branch Locations
1450 Sw Vintage Pkwy Suite 225, Ankeny, IA 50023 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Ankeny | IA | 05/1995 | Present |
| Prudential Insurance Company Of America | Ankeny | IA | 10/1995 | Present |
1) 09/27/2024 - Pipac - Non-Variable Insurance - Health Ins Rep - investment related - start date 07/01/2020 - Cedar Falls, IA - 5 hrs/mth 2) 09/27/2024 - GBL - Non-Variable Insurance - Health and group benefits - investment related - start date 01/03/2000 - Urbandale, IA - 1 hr/mth 3) 11/15/2024 - Iowa Financial Partners Insurance & Financial Svcs, LLC - DBA for LPL Business (entity for LPL business) - start date 04/01/2004 - at reported business location(s) - 50 hrs/mth - investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-18 |
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