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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Shippenville | PA | 05/2017 | 11/2024 |
| Unemployed | Girard | PA | 10/2016 | 05/2017 |
| Economic Development Corporation | Erie | PA | 06/2013 | 10/2016 |
| The Kahkwa Club | Erie | PA | 08/2012 | Present |
| Prudential Insurance Company Of America | Shippenville | PA | 10/2017 | Present |
| Lpl Enterprise, Llc | Canonsburg | PA | 11/2024 | Present |
1) 12/03/2024- Rebecca Wurst- Non-Variable Insurance- Medicare Reviews and sales- INV Related- At Canonsburg, PA- Start date 10/01/2020- 20 HRS MTH- 20 HRS During trading 2) 11/19/2024- Midland National- Midland National- Midland National- I have a client who had a term policy through Midland National that he wanted to convert to permanent insurance.- At Canonsburg, PA- Start date 04/28/2023-0 HRS MTH- 20 HRS During trading 3) 11/19/2024- Brumagin & Kelley Wealth Management Group- DBA for LPL Business (entity for LPL business)- This is my Business Partners DBA.- INV Related- At Canonsburg, PA- Start date 04/13/2023- 10 HRS MTH- 10 HRS During trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-05 |
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