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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-18 |
| CA | RA | APPROVED | 2024-11-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Huntington Beach | CA | 02/2018 | 07/2020 |
| World Financial Group, Inc. | Huntington Beach | CA | 08/2017 | 07/2020 |
| Inland Group, Inc. | Newport Beach | CA | 01/2013 | 01/2018 |
| Keller Williams | Yorba Linda | CA | 09/2012 | 11/2022 |
| Pruco Securities, Llc. | Irvine | CA | 06/2020 | 11/2022 |
| Prudential Insurance Company Of America | Irvine | CA | 08/2020 | 11/2022 |
| American United Life | Carlsbad | CA | 11/2022 | 09/2023 |
| Oneamerica Securities | Carlsbad | CA | 01/2023 | 09/2023 |
| The Prudential Insurance Company Of America | Boca Raton | FL | 09/2023 | Present |
| Pruco Securities, Llc | Boca Raton | FL | 09/2023 | 11/2024 |
| Lpl Enterprise, Llc | Miami | FL | 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) 12/26/2025-Nexplore USA-Mandarin Language Teacher-Teacher Paid by School or University-Not Inv Related-At Miami, FL-Start date 01/07/2026-4hrs/mth-4hrs/mth during trading -
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-18 |
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