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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
2 Summit Park Dr Suite 215, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Columbus | OH | 06/2023 | 11/2024 |
| Self Employed | Beachwood | OH | 11/2020 | Present |
| Nuveen | Denver | CO | 11/2014 | 11/2020 |
| The Prudential Insurance Company Of America | Columbus | OH | 02/2024 | Present |
| Lpl Enterprise, Llc | Columbus | OH | 11/2024 | Present |
1) 03/07/2025- Owner -Real Estate Rental- We moved to a new house and are renting out our old house. It's a single family home real estate rental.- inv. related - at Beachwood , OH - start date 01/01/2025- 3hrs/mnth-0hrs 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-03 |
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