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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-12 |
| CA | RA | APPROVED | 2024-11-14 |
Branch Locations
4370 La Jolla Village Drive Suite 310, San Diego, CA 92122-1250 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Irvine | CA | 01/2023 | 11/2024 |
| Vintana Wine And Dine | Esondido | CA | 09/2015 | Present |
| Pacific Advisors | San Diego | CA | 09/2021 | Present |
| The Prudential Insurance Company Of America | Irvine | CA | 04/2023 | Present |
| Lpl Enterprise, Llc | Irvine | CA | 11/2024 | Present |
MOA FITNESS POSITION: coach NATURE: Healthcare and Social Assistance INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 10/10/2019 ADDRESS: 737 Windy Point Dr, San Marcos CA 92069, United States DESCRIPTION: teach group fitness classes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-04 |
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