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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
2725 Park Dr. Suite 2H, Clearwater, FL 33763 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | St. Petersburg | FL | 03/2013 | Present |
| Pruco Securities Llc | St. Petersburg | FL | 03/2013 | 11/2024 |
| Lpl Enterprise, Llc | St. Petersburg | FL | 11/2024 | Present |
1.11/05/2024- CLEAR PATH ADVISORY GROUP- DBA for LPL- yes inv related- 03/07/2021- 140 hr/mo non trading- 140 hr/mo trading Carina Capellla~8341 73rd Court North, Pinellas Park, FL 33781~General Health~N~Agent~11/10/15~4 hrs/mo~0 trading hrs/mo|Aetna Health Inc.|Aetna Life Ins Co|AvMed|Care Imporvement Plus South Central|Coventry health Care of Florida|Coventry health Care Pflan of Florida|Coventry Health & Life Ins Co|Golden Rule|Inc|Inc.|Jackson Nat'l Life Ins Co|Medica Health Plans|Metlife Ins Co|Metropolitan Life Ins Co|Preferred Care Partners|Unitedhealthcare Ins Co|Unitedhealthcare Life Ins company|Unitedhealthcare of Florida|UnitedHealthcare Medicare CLEAR PATH ADVISORY GROUP POSITION: Financial Planner NATURE: DBA for Prudential business and sponsored outbrokerage. INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 03/07/2021 ADDRESS: 447 3rd Ave N, Suite 201, St. Petersburg FL 33701, United States DESCRIPTION: Financial Planning Investment management Life/Disability/Long-term care insurance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-26 |
| S65 | Uniform Investment Adviser Law Examination | 2018-09-26 |
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