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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
7950 Saltsburg Road Suite 2, Pittsburgh, PA 15239 • United States
2009 Mackenzie Way Ste 100 Pmb 188, Cranberry Township, PA 16066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Pittsburgh | PA | 10/2013 | Present |
| Pruco Securities, Llc. | Pittsburgh | PA | 10/2013 | 11/2024 |
| Lpl Enterprise, Llc | Canonsburg | PA | 11/2024 | Present |
1) 11/14/2024 - Health Benefits Group - Health Benefits Group is Three Rivers Health Benefits upline - Non-Variable Insurance - Inv Related - At Export, PA - Start Date 12/04/2020 - 4hrs/mth - 4hrs/mth During Trading 2) 11/14/2024 - Three Rivers Health Benefits, LLC - Health Insurance Products are being offered through Non-Sponsored DBA - Non-Variable Insurance - Inv Related - At Export, PA - Start Date 01/11/2021 - 5hrs/mth - 5hrs/mth During Trading 3) 11/14/2024 - DBCREM SCIII Limited Partnership - Limited Partner - Real Estate Rental - Inv Related - At Export, PA - Start Date 12/27/2017 - 0hrs/mth - 0hrs/mth During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-05 |
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