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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
8080 Beckett Center Drive Suite 116, West Chester, OH 45069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Cincinnati | OH | 10/2016 | 11/2024 |
| Veritcal Advantage Helicopters, Llc | Lebanon | OH | 06/2007 | Present |
| Prudential Insurance Company Of America | Cincinnati | OH | 02/2017 | Present |
| Lpl Enterprise, Llc | West Chester | OH | 11/2024 | Present |
VERTICAL ADVANTAGE HELICOPTERS, LLC POSITION: Co-Owner NATURE: Transportation INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2007 ADDRESS: 2460 Greentree Rd, Lebanon OH 45036, United States DESCRIPTION: Helicopter pilot and flight instructor GENERAL HEALTH INSURANCE (PREVIOUSLY DISCLOSED) POSITION: agent NATURE: Finance and Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/12/2017 ADDRESS: 1506 Vancross Ct, Cincinnati OH 45230, United States DESCRIPTION: Selling and servicing health insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-22 |
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