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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-14 |
Branch Locations
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 |
|---|---|---|---|---|
| American United Life | Westlake | OH | 11/2015 | 03/2017 |
| Oneamerica Securities | Westlake | OH | 12/2015 | 03/2017 |
| Mass Mutual Life Insurance Company | Cleveland | OH | 03/2017 | 04/2018 |
| Mml Investors Services | Cleveland | OH | 04/2017 | 04/2018 |
| Pnc Investments | Pittsburgh | PA | 04/2018 | 07/2019 |
| Alphastar Capital Management, Llc | Independence | OH | 10/2019 | 04/2020 |
| Independence Wealth Advisors, Llc | Independence | OH | 01/2020 | 06/2021 |
| Prudential Insurance Company Of America | Mayfield Heights | OH | 09/2021 | Present |
| Pruco Securities, Llc. | Mayfield Heights | OH | 09/2021 | 11/2024 |
| Lpl Enterprise, Llc | Columbus | OH | 11/2024 | Present |
1. 07/08/2025 - Prudential Sponsored Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Inv related - At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-02-01 |
| S65 | Uniform Investment Adviser Law Examination | 2016-03-16 |
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