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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
7000 W. Palmetto Park Road Suite 210, Boca Raton, FL 33433 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife | Fort Lauderdale | FL | 11/2013 | 12/2016 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 12/2016 |
| Principal Securities Inc | Boca Raton | FL | 12/2016 | 05/2017 |
| Principal Life Insurance Company | Boca Raton | FL | 12/2016 | 05/2017 |
| The Collaborative Financial Group, Llc | Boca Raton | FL | 12/2016 | 05/2017 |
| Prudential Insurance Company Of America | Boca Raton | FL | 05/2017 | Present |
| Pruco Securities, Llc. | Baca Raton | FL | 05/2017 | 11/2024 |
| Lpl Enterprise, Llc | Boca Raton | FL | 11/2024 | Present |
1) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s) 2) 11/14/2025-Medicare and health sales-Medicare and health sales-Not inv related-At Boca Raton, FL-Start date 08/30/2008-5hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-22 |
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