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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 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
4010 W. Boy Scout Blvd. Suite 1075, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Lutz | FL | 07/2014 | Present |
| Pruco Securities, Llc. | Lutz | FL | 07/2014 | 11/2024 |
| Lpl Enterprise, Llc | Lutz | FL | 11/2024 | Present |
1) 09/03/2025-ClearView Wealth Management-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 08/27/2025-160hrs/mth-140hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-02-18 |
| S65 | Uniform Investment Adviser Law Examination | 2016-06-25 |
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