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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-18 |
Branch Locations
3848 Flatiron Loop Suite 101, Wesley Chapel, FL 33544 • United States
4010 W. Boy Scout Blvd. Suite 1075, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Lutz | FL | 04/2010 | 02/2020 |
| Pruco Securities Llc | Lutz | FL | 04/2010 | 02/2020 |
| Prudential Insurance Company Of America | Wesley Chapel | FL | 03/2020 | Present |
| Pruco Securities, Llc. | Wesley Chapel | FL | 03/2020 | 11/2024 |
| Lpl Enterprise, Llc | Wesley Chapel | FL | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-03-25 |
| S65 | Uniform Investment Adviser Law Examination | 2012-01-30 |
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