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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-18 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
7751 Belfort Pkwy Suite 240, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Jacksonville | FL | 03/1976 | 11/2024 |
| Prudential Insurance Company Of America | Jacksonville | FL | 03/1976 | Present |
| Lpl Enterprise, Llc | Jacksonville | FL | 11/2024 | Present |
American General Life|Banner Life Ins Co|DELAWARE LIFE AND ANNUITY INSURANCE COMPANY|Guardian Life|Lincoln Benefit|PRINCIPAL NATIONAL LIFE INSURANCE|UNITEDHEALTHCARE|William Penn
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-14 |
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