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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-14 |
| VA | RA | APPROVED | 2024-11-14 |
Branch Locations
1919 Gallows Road Suite 100, Vienna, VA 22182 • United States
303 International Cir Ste 105, Cockeysville, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Vienna | VA | 03/2009 | Present |
| Pruco Securities, Llc. | Vienna | VA | 03/2009 | 11/2024 |
| Lpl Enterprise, Llc | Vienna | VA | 11/2024 | Present |
1) 08/16/2024- Integrated Wealth Advisors- DBA for LPL Business (entity for LPL business)- Providing financial planning services to individuals, families, and small businesses as well as investment and insurance strategy implementation.- INV Related- At Vienna, Va- Start date 08/01/2024- 160 HRS MTH- 130 HRS During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-02 |
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