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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
2205 Eastchester Drive Suite 105, High Point, NC 27625 • United States
5605 Carnegie Blvd Ste 240, Charlotte, NC 28209 • United States
1301 Eastchester Dr Suite 202, High Point, NC 27265 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metropolitan Life Insurance Co. | Winston-Salem | NC | 08/2002 | 03/2017 |
| Metlife Securities Inc. | Winston-Salem | NC | 08/2002 | 03/2017 |
| Mass Mutual | High Point | NC | 07/2016 | 02/2021 |
| Mml Investors Services, Llc | High Point | NC | 03/2017 | 02/2021 |
| Prudential Insurance Company Of America | Greensboro | NC | 03/2021 | Present |
| Pruco Securities, Llc. | Greensboro | NC | 03/2021 | 11/2024 |
| Lpl Enterprise, Llc | High Point | NC | 11/2024 | Present |
1) 11/14/2024-MassMutual- Non-Variable Insurance Commission Trails- life renewals as retired advisor- INV Related- At High Point, NC- Start date 03/01/2021- 0 HRS MTH- 0 HRS During Trading 2) 11/14/2024-David & Lori Bickler-Owners-Real Estate Rental-Inv related-At Winston Salem, NC-Start date 10/01/2002-1hrs/mth-0hrs/mth during trading 3) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-26 |
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