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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-05 |
| NY | RA | APPROVED | 2026-02-04 |
Branch Locations
1270 Avenue Of The Americas Ste 1000, New York, NY 10020 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 12/2022 | 01/2024 |
| Bank Of America N.A. | New York | NY | 12/2022 | 01/2024 |
| Mass Mutual | Southfield Mi | MI | 12/2021 | 01/2023 |
| Mercedies-Benz Usa | Novi | MI | 07/2017 | 12/2021 |
| Michigan Market Solution. | Ferndale | MI | 03/2017 | 04/2018 |
| Hillsong Nyc | New York | NY | 05/2010 | 03/2017 |
| The Prudential Insurance Company Of America | New York | NY | 01/2024 | Present |
| Pruco Securities Llc | New York | NY | 01/2024 | 11/2024 |
| Lpl Enterprise, Llc | Paramus | NJ | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-29 |
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