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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Dewitt | NY | 07/2010 | Present |
| Pruco Securities, Llc. | Dewitt | NY | 07/2010 | 11/2024 |
| Lpl Enterprise, Llc | Syracuse | NY | 11/2024 | Present |
1) 10/03/2024 - RV Source - Business consulting, profit and loss review, marketing - Business Owner - Non Inv Related - At SYRACUSE, NY - Start Date 02/06/2024 - 4hrs/mth - 0hrs/mth During Trading 2) 10/03/2024 - National RV Rental - Consult on current operations on a monthly basis - Business Owner - Non Inv Related - At SYRACUSE, NY - Start Date 08/14/2023 - 2hrs/mth - 0hrs/mth During Trading 3) 09/25/2024 - Cousineau Property Management LLC - Manage rent collection, repairs, and filling vacancies - Real Estate Rental - Inv Related - At SYRACUSE, NY - Start Date 07/01/2013 - 6hrs/mth - 0hrs/mth During Trading 4) Hill Insurance Agency - Medicare sales through various companies, written through Hill Insurance Agency - Non-Variable Insurance - Non-Variable Insurance - Inv Related - At SYRACUSE, NY - Start Date 01/01/2018 - 5hrs/mth - 0hrs/mth During Trading 5) 09/25/2024 - EW Baker Agency - Assist clients in purchasing or selling residential homes - Mortgage/Real Estate Services - Inv Related - At SYRACUSE, NY - Start Date 11/01/2023 - 4hrs/mth - 0hrs/mth During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-02 |
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