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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-11-14 |
Branch Locations
1 Corporate Drive Suite 205, Shelton, CT 06484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Shelton | CT | 05/2022 | 11/2024 |
| Greenwich Pharmacy | Greenwich | CT | 11/2011 | 04/2020 |
| Henry Gellert Dds | Darien | CT | 02/2016 | 04/2022 |
| The Prudential Insurance Company Of America | Shelton | CT | 11/2022 | Present |
| Lpl Enterprise, Llc | Shelton | CT | 11/2024 | Present |
1)02/18/2025- Prudential/CRUMP-Non-Variable Insurance-Outbrokerage for fixed insurance products- inv. related- at Shelton, CT- Start date 11/18/2024- 5hrs/mnth-5hrs during trading 2) 07/28/2026-PrimeForm Wealth Management-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 05/22/2026-160hrs/mth-130hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-20 |
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