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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-09 |
| TX | RA | APPROVED_RES | 2025-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Co | Horsham | PA | 10/2015 | 02/2018 |
| Hornor Townsend & Kent Inc | Horsham | PA | 10/2015 | 02/2018 |
| American United Life | Norcross | GA | 02/2018 | 08/2025 |
| Oneamerica Securities | Norcross | GA | 03/2018 | 08/2025 |
| Lpl Enterprise Llc | Miami | FL | 09/2025 | Present |
1) 08/22/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Start date 07/24/2025 - Marietta, GA - INV REL - 160hrs/mth | 160hrs during trading 2) 08/22/2025 - Donald White N/A - Non-variable Insurance - Non-Variable Insurance/Insurance Agency - Start date 07/24/2025 - Marietta, GA - INV REL - 160hrs/mth | 160hrs during trading 3) 08/22/2025 - Twin City Properties - Real Estate Rental - Start date 04/01/2023 - Bristol, VA - INV REL - 10hrs/mth | 0hrs during trading 4) 08/22/2025 - Donald G White - Non-Variable Insurance - Start date 01/01/2016 - Marietta, GA - INV REL - 20hrs/mth | 1hr during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-15 |
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