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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
2009 Mackenzie Way Ste 100 Pmb 188, Cranberry Township, PA 16066 • United States
287 Mcclure Avenue, Sharon, PA 16146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Sharon | PA | 07/2014 | Present |
| Pruco Securities, Llc. | Sharon | PA | 07/2014 | 11/2024 |
| Lpl Enterprise, Llc | Sharon | PA | 11/2024 | Present |
1) 12/06/2024-Christine O'Brien-Independent Agent-Non-Variable Insurance-Inv related-At Sharon, PA-Start date 12/08/2020-5hrs/mth-5hrs/mth during trading 2) 12/06/2026-Tru-Fit Financial Services-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 01/01/2024-180hrs/mth-80hrs/mth during trading 3) 04/01/2026-Christine O'Brien-Licensed Agent-Property and Casualty-Inv related-At Sharon, PA-Start date 03/25/2026-1hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-18 |
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