Douglas Eugene Holtzapple

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1988 → 11/2024
  Pruco Securities, Llc.
  York, PA
• 02/1988 → Present
  Prudential Insurance Company Of America
  York, PA
• 11/2024 → Present
  Lpl Enterprise, Llc
  York, PA

Previous Registrations

• 2021-03-24 → 2024-11-14
  Pruco Securities, Llc.
  York, PA
  Camp Hill, PA
  York, PA
  York, PA
  York, PA
  York, PA
  York, PA

Other Businesses

1. 11/14/2024-White Rose Wealth Management-Investment Advisor-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 06/01/2022-80hrs/mth-80hrs/mth during trading 2. 12/02/2025-Liberty Mutual-Insurance agent-Property and Casualty-Inv related-At York, PA-Start date 02/08/1988-4hrs/mth-4hrs/mth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-23
• S63 Uniform Securities Agent State Law Examination
  1989-04-13