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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
185 Center Street Unit B, Wallingford, CT 06492 • 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. | Wallingford | CT | 08/2010 | 11/2024 |
| Prudential Insurance Company Of America | Wallingford | CT | 08/2010 | Present |
| Lpl Enterprise, Llc | Wallingford | CT | 11/2024 | Present |
1) 10/03/2024 - REC ENTERPRISES LLC - My private office that I own is shared with other advisors and rental income is received from them for the sharing of space - Real Estate Rental - Inv Related - At Wallingford, CT - Start Date 01/01/2020 - 1hrs/mth - 0hrs/mth During Trading 2) 06/16/2026-STEALTH WEALTH MANAGEMENT-FINANCIAL PLANNER-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 06/10/2026-200hrs/mth-200hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-09 |
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