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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saybrus Partners | Hartford | CT | 12/2012 | 01/2017 |
| Saybrus Equity Services, Inc. | Des Moines | IA | 12/2012 | 01/2017 |
| Aim Systems, Inc. | Alpharetta | GA | 01/2017 | 07/2017 |
| The Leaders Group, Inc. | Littleton | CO | 01/2017 | 12/2017 |
| Edward Jones | St Louis | MO | 04/2018 | 02/2024 |
| Insurance Designers | Des Moines | IA | 07/2017 | 03/2018 |
| The Prudential Insurance Company Of America | Wauwatosa | WI | 02/2024 | Present |
| Pruco Securities Llc | Wauwatosa | WI | 02/2024 | 11/2024 |
| Lpl Enterprise, Llc | Marion | IA | 11/2024 | Present |
1) 10/03/2024- Non-Variable Insurance Commission Trails- I was the writing agent on individual LTCI policies on Andrea (spouse) and I, through National Guardian Life. - INV Related- MARION, IA- Start date 11/11/2017- 0 HRS MTH- 0 During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-03-02 |
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