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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-14 |
Branch Locations
Conshohocken, PA • United States
200 Highpoint Dr. Unit 213, Chalfont, PA 18914 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Doylestown | PA | 07/2015 | 11/2024 |
| Prudential Insurance Company Of America | Doylestown | PA | 11/2015 | Present |
| Lpl Enterprise, Llc | Doylestown | PA | 11/2024 | Present |
1) 09/03/2024 - Market America - Unfranchise - Direct internet marketing sales of nutrition products, etc. - Direct Sales/ MLM - Inv Related - At Doylestown. PA - Start Date 07/18/2022 - 4hrs/mth - 0hrs/mth During Trading 2) 02/18/2026-HighPoint Private Wealth-Owner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 04/01/2026-160hrs/mth-160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-23 |
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