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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-19 |
| OH | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
213 Washington St, Newark, NJ 07102 • United States
2 Summit Park Dr Suite 215, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Mayfield Heights | OH | 05/2014 | Present |
| Pruco Securities, Llc. | Mayfield Heights | OH | 05/2014 | 11/2024 |
| Lpl Enterprise, Llc | Independence | OH | 11/2024 | Present |
1.11/14/2024; BOWLING GREEN STATE UNIVERSITY; Non profit board member; NON inv related; 1 hr/mo non trading; 0 hr/mo trading; 01/01/2021 2.11/14/2024; DEVONWOOD CAPITAL PARTNERS; real estate rental; YES inv related; 1 hr/mo non trading; 0 hr/mo trading; 06/26/2017 3. 02/26/2025; Property and Casualty License-Producer-Inv related-At Independence, OH-Start date 01/25/2018-0hrs/mth-0hrs/mth during trading 4. 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-07 |
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