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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-07 |
Branch Locations
4010 W. Boy Scout Blvd. Suite 1075, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Naples | FL | 09/2017 | 05/2018 |
| Bank Of America, N.A. | Naples | FL | 09/2017 | 05/2018 |
| Wells Fargo Bank Na | Naples | FL | 01/2014 | 08/2017 |
| Infinex Investment Inc | Naples | FL | 05/2018 | 01/2021 |
| Iberia Financial Services | Naples | FL | 05/2018 | 01/2021 |
| First Horizon Advisors | Naples | FL | 01/2021 | 10/2022 |
| The Prudential Insurance Company Of America | Naples | FL | 10/2022 | Present |
| Pruco Securities Llc | Naples | FL | 10/2022 | 11/2024 |
| Lpl Enterprise, Llc | Tampa | FL | 11/2024 | Present |
1. 11/14/2024 - Khyber Pass Real Estate Properties, LLC - Real Estate Rental - Naples, FL - INV REL - Start Date 09/06/2024 - 10hrs/mth 2. 11/14/2024 - Prudential - Non-Variable Insurance - Naples, FL - INV REL - Start Date 10/24/2022 - 2hrs/mth 3. 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-29 |
| S66 | Uniform Combined State Law Examination | 2000-08-30 |
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