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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-14 |
Branch Locations
21184 Beach Blvd, Huntington Beach, CA 92648 • United States
1706 Plum Lane Suite 128, Redlands, CA 92374 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 08/2016 | 03/2021 |
| The Prudential Insurance Company Of America | Ontario | CA | 03/2021 | 06/2023 |
| Pruco Securities | Ontario | CA | 03/2021 | 06/2023 |
| Pruco Securities | Redlands | CA | 06/2023 | 11/2024 |
| The Prudential Insurance Company Of America | Redlands | CA | 06/2023 | Present |
| Lpl Enterprise, Llc | Redlands | CA | 11/2024 | Present |
1) 11/17/2025-Outdoor Journeys-Board Member-Non-Profit Board Member-Not inv related-At Angelus Oaks, CA-Start date 11/18/2024-4hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-02 |
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