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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | York | PA | 07/2014 | Present |
| Pruco Securities, Llc. | York | PA | 07/2014 | 11/2024 |
| Lpl Enterprise, Llc | York | PA | 11/2024 | Present |
1. 09/20/2024; WHITE ROSE WEALTH MANGEMENT LLC; DBA for lpl ; Yes inv related; 80 hr/mo non trading; 80 hr/mo trading: 11/23/2020 WHITE ROSE WEALTH MANAGEMENT, INSPIRE TODAY. PLAN FOR TOMORROW POSITION: Financial Professional NATURE: Insurance and Investments INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 03/01/2021 ADDRESS: 2200 South George Street, York PA 17403, United States DESCRIPTION: Sales and Service of Insurance and Investments
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-30 |
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