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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-11-14 |
Branch Locations
3615 E. Joppa Road Suite 250, Baltimore, MD 21234 • United States
303 International Cir Ste 105, Cockeysville, MD 21030 • 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 |
|---|---|---|---|---|
| Pruco Securities, Llc. | Baltimore | MD | 09/2009 | 11/2024 |
| Prudential Insurance Company Of America | Baltimore | MD | 09/2009 | Present |
| Lpl Enterprise, Llc | Baltimore | MD | 11/2024 | Present |
Carefirst Bluechoice Inc|CareFirst of Maryland Inc|Kaiser Permanente Ins Co|Transamerica Life Ins Co GENERAL HEALTH INSURANCE SALES POSITION: Independent Contractor/Health Insurance Agent NATURE: Finance and Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 11/01/2010 ADDRESS: 3615 E. Joppa Road, Suite 250, Parkville MD 21234, United States DESCRIPTION: Ancillary health insurance sales during financial planning process.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-09 |
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