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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 |
Branch Locations
545 North Umatilla Boulevard, Umatilla, FL 32784 • 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 |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Umatilla | FL | 05/1983 | Present |
| Pruco Securities, Llc | Umatilla | FL | 05/1983 | 11/2024 |
| Lpl Enterprise, Llc | Umatilla | FL | 11/2024 | Present |
1) 11/07/2024 - JJLM Properties - 41334 Babb Rd Umatilla, FL 32784 - three properties for the LLC - Pops Palace - 481 Brainard Ave - Real Estate Rental - Inv Related - At UMATILLA, FL - Start Date 02/05/2016 - 2hrs/mth - 0hrs/mth During Trading 2) 11/07/2024 - Pops Palace - Rental properties 101 North Kentucky Umatilla, FL 32784, 400/408 Orange Ave Umatilla, FL 32784 - Real Estate Rental - Inv Related - At UMATILLA, FL - Start Date 03/01/2019 - 8hrs/mth - 0hrs/mth During Trading 3) 11/21/2024 - Grand Island Baptist Church - Single check signing privileges (5 other people can sign). Report quarterly business to congregation. Church employs financial secretary to create checks and account balancing. Treasurer only signs after secretary creates them - Non-profit volunteer (not on board) - Non Inv Related - At UMATILLA, FL - Start Date 10/01/2008 - 8hrs/mth - 0hrs/mth During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-30 |
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