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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 |
Branch Locations
4700 Millenia Boulevard Suite 310, Orlando, FL 32839 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Orlando | FL | 02/2024 | 11/2024 |
| University Of California, Irvine | Irvine | CA | 12/2020 | 03/2021 |
| Johns Hopkins University | Baltimore | MD | 08/2021 | 08/2023 |
| Unemployed | Orlando | FL | 08/2023 | 02/2024 |
| University Of California, Irvine | Irvine | CA | 10/2016 | 03/2021 |
| John Carroll Catholic High School | Fort Pierce | FL | 06/2013 | 10/2016 |
| Unemployed | Irvine | CA | 03/2021 | 08/2021 |
| The Prudential Insurance Company Of America | Orlando | FL | 08/2024 | Present |
| Lpl Enterprise, Llc | Orlando | FL | 11/2024 | Present |
1) 08/07/2025-Foundational Wealth Planner-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 07/30/2025-80hrs/mth-80hts/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-25 |
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