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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
Canyon Lake, TX • United States
15577 Ranch Road 12, Wimberley, TX 78676 • United States
1233 West Loop South Suite 1100, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | San Antonio | TX | 11/2013 | 06/2022 |
| New York Life | San Antonio | TX | 10/2013 | 06/2022 |
| Pruco Securities, Llc | Austin | TX | 06/2022 | 11/2024 |
| Prudential Insurance Co. Of Amer | Austin | TX | 06/2022 | Present |
| Lpl Enterprise, Llc | Wimberley | TX | 11/2024 | Present |
1) 08/23/2024 - Robert Davidson - Still receiving commission trails on business written prior to joining Prudential on June 27, 2024 - Commission trails on business written prior to joining Prudential - Non-Variable Insurance Commission Trails - Inv Related - At Wimberley, TX - Start Date 06/27/2022 - 0hrs/mth - 0hrs/mth During Trading 2) 06/09/2026-Stone Path Financial-Advisor-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 06/04/2026-2hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-09 |
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