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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-06-17 |
Branch Locations
1 Corporate Drive Suite 205, Shelton, CT 06484 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| David Lerner Associates | Westport | CT | 01/2024 | 05/2025 |
| Altice Usa | Norwalk | CT | 03/2022 | 12/2023 |
| Abs Enteprises, Llc | Stratford | CT | 11/2023 | 04/2024 |
| Unemployed | Stratford | CT | 07/2021 | 02/2022 |
| Total Ngr Solutions | Apopka | FL | 06/2021 | 07/2021 |
| Prosolar | Orlando | FL | 02/2021 | 05/2021 |
| One Stop Solutions | Orlando | FL | 01/2021 | 02/2021 |
| Charter | Maitland | FL | 09/2020 | 01/2021 |
| Unemployed | Windmere | FL | 02/2020 | 09/2020 |
| Vslr | North Haven | CT | 12/2018 | 12/2019 |
| Spectram Global Comm | Southington | CT | 04/2014 | 02/2020 |
| Lpl Enterprise Llc | Shelton | CT | 05/2025 | Present |
1. 04/23/2025 - NA- Non variable insurance - Non-Variable Insurance/Insurance Agency - Stratford, CT - INV REL - Start Date 04/23/2025 - 160hrs/mth 2. 04/23/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Stratford, CT - INV REL - Start Date 04/23/2025 - 160hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-10 |
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