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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
One Easton Oval Suite 550, Columbus, OH 43219 • United States
138 S. Fayette St, Washington Courthous, OH 43160 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Distributors, Inc. | Boston | MA | 08/2005 | 11/2016 |
| Eaton Vance Management | Boston | MA | 08/2009 | 11/2016 |
| Unemployed | Bexley | OH | 11/2016 | 03/2017 |
| Prudential Insurance Company Of America | Columbus | OH | 03/2017 | Present |
| Pruco Securities, Llc. | Columbus | OH | 03/2017 | 11/2024 |
| Lpl Enterprise, Llc | Columbus | OH | 11/2024 | Present |
1) 10/09/2024 - Health Insurance - Non-Variable Insurance - Health Insurance Sales - COLUMBUS, OH - INV related- Start Date 10/14/2022 - 30 HRS/MTH - 18 HRS/MTH during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-29 |
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