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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-11-14 |
Branch Locations
101 Crawfords Corner Rd Suite 2409, Holmdel, NJ 07733 • United States
1504 Blackwood Clementon Road, Blackwood, NJ 08012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Blackwood | NJ | 03/2017 | 11/2024 |
| Rosato's Pub And Pizzeria | Toms River | NJ | 06/2015 | 06/2017 |
| Prudential Insurance Company Of America | Blackwood | NJ | 06/2017 | Present |
| Lpl Enterprise, Llc | Blackwood | NJ | 11/2024 | Present |
"NON SPONSORED HEALTH INSURANCE APPOINTMENTS THROUGH VARIOUS CARRIERS" POSITION: insurance agent NATURE: Healthcare and Social Assistance INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2021 ADDRESS: 1504 Blackwood Clementon Rd, Blackwood NJ 08012, United States DESCRIPTION: helping clients with health applications and guiding clients to pick health insurance policies that are in their best interest. educating clients on the different doctors or out of pocket expenses that correspond to the different health insurance plans and how they relate to the conditions they are dealing with health wise in order to minimize costs based on those health conditions and services they may or do need.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-30 |
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