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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-14 |
Branch Locations
4790 Red Bank Expressway Suite 101, Cincinnati, OH 45227 • United States
One Easton Oval Suite 550, Columbus, OH 43219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Columbus | OH | 07/2023 | 11/2024 |
| Instinctive Wealth Llc | Cincinnati | OH | 09/2018 | Present |
| Great American Insurance Group | Cincinnati | OH | 03/2008 | 12/2019 |
| The Prudential Insurance Company Of America | Columbus | OH | 12/2023 | Present |
| Lpl Enterprise, Llc | Cincinnati | OH | 11/2024 | Present |
1) 10/08/2024- Instinctive Wealth LLC- Managing the business operations, research and developing content and events, sales and marketing activities- Business Owner- INV Related- Cincinnati, OH- Start Date 09/14/2018- 16hrs/mth- 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-26 |
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