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LM

Leonard J. Murtha

PRUDENTIAL ANNUITIES DISTRIBUTORS,
Lake Wylie, SC
Some features on this profile are disabled
CRD#: 2005892
LM

Professional summary


Leonard John Murtha, who also goes by Len Murtha, Leonard John Murtha, Len Murtha, Lenny Murtha, is a registered financial professional currently at PRUDENTIAL ANNUITIES DISTRIBUTORS, INC located in Lake Wylie, South Carolina.

Leonard is registered as a RR (Registered Representative) and started their career in finance in 1989. Leonard has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Len Murtha | Leonard John Murtha | Len Murtha | Lenny Murtha

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Leonard John Murtha's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 8, 2025 - Present

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

BD
CRD#: 21570
Lake Wylie, SC
Past

February 21, 2024 - August 14, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
RICHMOND, VA
Past

February 21, 2024 - August 14, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
RICHMOND, VA
Past

September 15, 2022 - October 5, 2023

BALANCED SECURITY PLANNING, INC.

BD
CRD#: 4038
NEWPORT BEACH, CA
Past

January 17, 2019 - October 23, 2020

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA
Past

March 17, 2017 - June 23, 2017

PATRICK CAPITAL MARKETS, LLC

BD
CRD#: 16518
TRABUCO CANYON, CA
Past

September 3, 2009 - January 25, 2017

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
DENVER, CO
Past

October 6, 1997 - September 2, 2009

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

February 3, 1996 - July 23, 1997

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC
Past

December 20, 1994 - January 5, 1996

COMPULIFE INVESTOR SERVICES, INC.

BD
CRD#: 21543
ST. CLOUD, MN
Past

November 21, 1989 - January 4, 1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(2/8/2025)
RR
District of Columbia
(2/8/2025)
RR
Florida
(2/8/2025)
RR
New Mexico
(2/8/2025)
RR
North Carolina
(2/8/2025)
RR
South Dakota
(2/8/2025)
RR
Virginia
(2/8/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/10/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/25/2000
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


PA
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC
AMERICAN SKANDIA MARKETING, INC. | PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

CRD#: 21570 / SEC#: , 8-39058

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
One Corporate Drive, Shelton, CT 06484
Mailing Address
One Corporate Drive, Shelton, CT 06484
Phone number
(800) 628-6039
Established
Delaware since 09/08/1987
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
THE PRUDENTIAL INSURANCE COMPANY OF AMERICASHAREHOLDER COMMON
CARROLL, TRACEY MARIAPRESIDENT5841463
HAGGERTY, SCOTT PETERCHIEF EXECUTIVE OFFICER2619329
HARTNETT, CHRISTINA ACHIEF OPERATING OFFICER2672099
MCGRATH, SHANE THOMASCHIEF COMPLIANCE OFFICER4458909
SMIT, ROBERT PHILIPFINOP, CFO2332366
THOMSEN, JORDAN KCHIEF LEGAL OFFICER AND SECRETARY2821664

Disclosures


Regulatory Event2
Civil Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

CRD#: 21570Lake Wylie, SC

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