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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-10 |
Branch Locations
303 International Cir Ste 105, Cockeysville, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Towson | MD | 08/2013 | 12/2024 |
| Tony M Di Fatta, Cpa P.C. | Towson | MD | 01/2013 | Present |
| Lpl Enterprise | Towson | MD | 01/2025 | Present |
1) 12/19/2024 - Friends of Eric Bouchat - Other - Treasurer - 1 hr/mth - Start date: 09/18/2013 - Towson, MD - 1 hr/mth 2) 12/23/2024 - TONY M DI FATTA CPA PC - Tax Prep/Accounting/CPA - CEO - Start Date 01/15/2013 - Towson, MD - 160 hrs/mth 3) 12/19/2024 - NEXT GENERATION VENTURES - Business Owner - start date 09/18/2024 - Towson, MD - 4 hrs/mth 4) 12/19/2024 - INSIGHT CONNEX - Business Owner/CFO - start date 05/26/2017 - Towson, MD - 10 hrs/mth 5) 12/19/2024 - INSIGHT PROPERTIES - Real Estate Rental - start date 06/01/2016 - Towson, MD - 5 hrs/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-11 |
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