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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-11-14 |
Branch Locations
Round Lake Heights, IL • United States
1901 Butterfield Road Suite 250, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The O.N. Equity Sales Company | Cincinnati | OH | 05/2016 | 12/2019 |
| Ohio National Financial Services | Cincinnati | OH | 09/2015 | 12/2019 |
| Prudential Insurance Company Of America | Downers Grove | IL | 12/2019 | Present |
| Pruco Securities, Llc. | Downers Grove | IL | 12/2019 | 11/2024 |
| Lpl Enterprise, Llc | Downers Grove | IL | 11/2024 | Present |
1) 10/28/2024 - Matthew Fowler - Non-Variable Insurance - Medicare supplemental sales with American Republic Insurance - INV Related - At Round Lake Heights, IL - Start Date 12/01/2010 - 8hrs/mth - 8hrs During Trading 2) 01/13/2025 - Prudential Advisors - Non-Variable Insurance - Fixed Life insurance Sales Proprietary and non-Proprietary - INV Related - At Downers Grove, IL - Start Date 12/16/2024 - 8hrs/mth - 8hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-21 |
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