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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
500 S Australian Ave Suite 600, West Palm Beach, FL 33401 • 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 |
|---|---|---|---|---|
| Metlife Securities | West Palm Beach | FL | 04/2013 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 01/2018 |
| Mml Investors Services, Llc | West Palm Beach | FL | 03/2017 | 01/2018 |
| The Prudential Insurance Company Of America | West Palm Beach | FL | 01/2018 | Present |
| Pruco Securities, Llc | West Palm Beach | FL | 01/2018 | 11/2024 |
| Lpl Enterprise, Llc | West Palm Beach | FL | 11/2024 | Present |
1) 11/14/2024 - RM Anderson & Co Inc - Use RM Anderson & Co Inc for my sales Of Group and Individual Health Insurance - Business Owner - Inv Related - At WEST PALM BEACH - Start Date 01/01/2005 - 20hrs/mth - 10hrs/mth During Trading 2) 11/14/2024 - RM Anderson & Co Inc - Sales of Group and Individual Health Insurance, Group Life, Dental, short and long-term Disability Medicare plans - Non-Variable Insurance - Inv Related - At WEST PALM BEACH - Start Date - 10hrs/mth - 10hrs/mth During Trading 3) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-01-27 |
| S65 | Uniform Investment Adviser Law Examination | 1999-11-01 |
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