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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-11-14 |
Branch Locations
1919 Gallows Road Suite 100, Vienna, VA 22182 • United States
303 International Cir Ste 105, Cockeysville, MD 21030 • United States
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 |
|---|---|---|---|---|
| Nylife Securities Llc | Vienna | VA | 08/2015 | 08/2018 |
| New York Life Insurance Co | Vienna | VA | 08/2014 | 08/2018 |
| Prudential Insurance Company Of America | Vienna | VA | 09/2018 | Present |
| Pruco Securities, Llc. | Vienna | VA | 09/2018 | 11/2024 |
| Lpl Enterprise, Llc | Vienna | VA | 11/2024 | Present |
1) 01/13/2025 - Longevity Wealth Strategies - DBA for LPL Business (entity for LPL business) - INV Related - At reported business location(s) - Start Date 01/20/2025 - 160hrs/mth - 143hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-13 |
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