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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-14 |
Branch Locations
Cortlandt Manor, NY • United States
360 Hamilton Ave 9Th Floor, White Plains, NY 10601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | White Plains | NY | 11/2015 | 11/2024 |
| Prudential Insurance Company Of America | White Plains | NY | 11/2015 | Present |
| Lpl Enterprise, Llc | White Plains | NY | 11/2024 | Present |
1) 10/03/2024 - Binghamton University Alumni Association- Westchester Chapter - Leading a regional chapter of Binghamton University Alumni Association - Non-profit volunteer (not on board) - Non Inv Related - At White Plains, NY - Start Date - 06/01/2017 - 10hrs/mth - 0hrs/mth During Trading 2) 10/03/2024 - Binghamton University Alumni Association - Active voluntary board member of the Binghamton University Alumni Association - Non-Profit Board Member - Non Inv Related - At White Plains, NY - Start Date 07/01/2019 - 10hrs/mth - 0hrs/mth During Trading 3) 10/03/2024 - BSA Scouts USA (Greater Hudson Valley Council) - Volunteer positions in my Son's Boy Scout Troop - Non-profit volunteer (not on board) - Non Inv Related - At White Plains, NY - Start Date 09/01/2022 - 10hrs/mth - 0hrs/mth During Trading 4) 06/02/2026-PrimeForm Wealth Management-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 05/22/2026-160hrs/mth-130hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-21 |
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