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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
1303 7Th Ave. E. Suite A, Hendersonville, NC 28792 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Asheville | NC | 07/2016 | Present |
| Pruco Securities, Llc. | Asheville | NC | 07/2016 | 11/2024 |
| Lpl Enterprise, Llc | Hendersonville | NC | 11/2024 | Present |
1) 11/14/2024- owner- Real Estate Rental- coordinating rental with property manager- inv. related- at Hilton Head Island, SC- start date 09/01/2024- 1hr/mnth-0hrs during trading 2) 05/15/2025- Willow Tree Wealth Planning- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s)-start date 06/01/2025- 160hrs/mnth-130hrs during trading 3) 05/18/2026 - Retro Retreat, Vacation Rental - Real Estate Rental - Investment Related - Asheville, NC - Start Date 05/15/2026 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-10 |
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