Reginald Willhite

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2022 → 11/2024
  Pruco Securities Llc
  Roseville, CA
• 06/2017 → 03/2022
  Stryker
  Sacramento, CA
• 05/2015 → 06/2017
  Allergan Plc
  Sacramento, CA
• 06/2022 → Present
  The Prudential Insurance Company Of America
  Roseville, CA
• 11/2024 → Present
  Lpl Enterprise, Llc
  Roseville, CA

Previous Registrations

• 2022-06-07 → 2024-11-14
  Pruco Securities, Llc.
  Roseville, CA
  Carmichael, CA

Other Businesses

1) 12/06/2024 - Katz Team - Financial Services and Insurance Solutions - This is a DBA for my role as a Financial Advisor. We offer comprehensive wealth management services including financial planning, investment management and insurance solutions - DBA for LPL Business (entity for LPL business) - Inv Related - At Roseville, CA - Start Date 09/01/2022 - 160hrs/mth - 160mth During Trading 2) 10/28/2024 - Katz Group - This is a DBA for my role as a financial advisor. We offer comprehensive wealth management services including financial planning, investment management, and insurance solutions - DBA for LPL Business (entity for LPL business) - Inv Related - At Roseville, CA - Start Date 09/01/2022 - 160hrs/mth - 160mth During Trading

Exams

• S66 Uniform Combined State Law Examination
  2022-06-07