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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-14 |
Branch Locations
4370 La Jolla Village Drive Suite 310, San Diego, CA 92122-1250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Denver | CO | 03/2017 | 06/2019 |
| Mml Investors Services, Llc | Denver | CO | 04/2017 | 06/2019 |
| Guardian Life Insurance Co | Greenwood Village | CO | 07/2013 | 03/2017 |
| Park Avenue Securities Llc | Greenwood Village | CO | 06/2014 | 03/2017 |
| Oneamerica Securities | Greenwood Village | CO | 07/2019 | 11/2022 |
| American United Life | Greenwood Village | CO | 05/2019 | 11/2022 |
| Guardian Life Insurance Company | San Marcos | CA | 11/2022 | 01/2023 |
| Park Avenue Securities | San Marcos | CA | 11/2022 | 01/2023 |
| Pruco Securities, Llc | Irvine | CA | 01/2023 | 11/2024 |
| The Prudential Insurance Company Of America | Irvine | CA | 01/2023 | Present |
| Lpl Enterprise, Llc | Irvine | CA | 11/2024 | Present |
1) 11/14/2024-MOA Fitness-Coach/ Sports/ Fitness-Not Inv Related-At San Marcos, CA-16hrs/mth-0hrs/mth during trading 2)03/07/2025-Uber-Driver-Rideshare-Not Inv Related-Start date-02/15/2025-20hrs/mth-0hrs/during trading 3) 03/19/2025-FinChisel-Virtual Fitness Coach-Coach/ Sports/ Fitness-Not Inv Related-At San Marcos, CA-Start date 01/05/2025-12hrs/mth-0hrs/during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-08-13 |
| S65 | Uniform Investment Adviser Law Examination | 2020-12-09 |
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