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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
339 6Th Ave W Ste 37A & 9, Bradenton, FL 34205 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Bradenton | FL | 02/2013 | 02/2017 |
| The Prudential Insurance Company Of America | Bradenton | FL | 02/2017 | Present |
| Pruco Securities, Llc | Bradenton | FL | 02/2017 | 11/2024 |
| Lpl Enterprise, Llc | Bradenton | FL | 11/2024 | Present |
Replay Outreach, Inc.~PO Box 20893, Bradenton, FL 34204~Non-Profit - Working with at Risk Teens~N~Pres of Board~10/2012~10 hrs/mo~0 trading hrs/mo-|Ohio Nat'l Life Ins Co LEGACY BUILDERS FINANCIAL POSITION: Financial Professional NATURE: Sales and Service of Insurance and Investments INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 03/01/2017 ADDRESS: 401 N Cattlemen Rd, Ste 110, Sarasota FL 34232, United States DESCRIPTION: Sales and Service of Insurance and Investments
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-27 |
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