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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-11-14 |
| RI | RA | APPROVED | 2024-11-14 |
Branch Locations
132 Old River Rd Suite 100, Lincoln, RI 02865 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Wakefield | MA | 10/2017 | 11/2024 |
| Unemployed | East Greenwich | RI | 10/2015 | 10/2017 |
| Prudential Insurance Company Of America | Wakefield | MA | 01/2018 | Present |
| Lpl Enterprise, Llc | Wakefield | MA | 11/2024 | Present |
1) 12/02/2024- East Boston Main Streets- Non-Profit Board Member- responsible for Community Involvement and supporting small businesses. Attend board meetings once a month.- Not INV Related- At Wakefield, MA- Start date 06/06/2023- 10 HRS MTH- 0 HRS During Trading 2) 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 | 2022-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-20 |
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