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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Syracuse | NY | 02/2023 | 09/2023 |
| State Farm Kris Yelverton | Vestal | NY | 12/2021 | 09/2022 |
| Ameriprise Financial, Jon L Myers And Associates | Vestal | NY | 05/2017 | 10/2020 |
| Unemployed | Vestal | NY | 09/2022 | 02/2023 |
| Unemployed | Vestal | NY | 10/2020 | 12/2021 |
| College Student | Vestal | NY | 09/2015 | 06/2017 |
| University Student | Vestal | NY | 09/2017 | 07/2019 |
| Pruco Securities Llc | Vestal | NY | 02/2024 | 11/2024 |
| Unemployed | Vestal | NY | 09/2023 | 02/2024 |
| The Prudential Insurance Company Of America | Vestal | NY | 03/2024 | Present |
| Lpl Enterprise, Llc | Vestal | NY | 11/2024 | Present |
1) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s) 2) 03/20/2026-TMRW Financial Group-DBA for LPL Business (entity for LPL business)-Inv related-At reported business locations(s)-Start date 02/10/2026-160hrs/mth-160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-13 |
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