Luis R. Dacosta

Current Employers

Employment History

• 01/2005 → Present
  Lpl Financial Llc
  Union, NJ

Other Businesses

1) 1/3/2005: NON-VARIABLE INS.-INV REL- At Rep Bus Loc(s) 2) 7/28/2005: NON-VARIABLE INS.-INV REL- At Rep Bus Loc(s) 3) 12/7/2005: NON-VARIABLE INS.-INV REL- At Rep Bus Loc(s)- TIME SPENT 1% 4) 10/3/2008: NON-VARIABLE INS.-INV REL- At Rep Bus Loc(s)- TIME SPENT 20% 5) 8/19/2010: AFLAC - NON-VARIABLE INS.-INV REL- At Rep Bus Loc(s) - TIME SPENT 10% 6) 3/14/2011: BEACON WEALTH MANAGEMENT GROUP, LP - INV REL - At Rep Bus Loc(s) - DBA for LPL Business (entity for LPL business) 7) 6/5/2012: L. COSTA CONSTRUCTION - Not INV REL - OTHER-Family Business - TIME SPENT 3% 8) 7/30/2013: BEACON WEALTH MANAGEMENT PLANNING INC - Invest. Related - At Reported Business Location(s) - NON-VARIABLE INS. DBA - 95% OF TIME 9) 7/14/2014: NON-VARIABLE INS.-INV REL- At Rep Bus Loc(s) - Started 6/1/2001 - 40 Hours Per Month During Trading 10) 1/6/2016: Beacon Wealth Mmgt Planning - Invest. Related - At Reported Business Location(s) - Non-Variable Ins. - START 12/1/2015 - 2 Hours Per Month/1 Hour During Trading 11) 6/15/2016: Beacon Wealth Management Planning Inc - Invest. Related - At Reported Business Location(s) - Non-Variable Ins. - START 5/25/16 - 1 Hour Per Month During 12) 11/14/2016: NON-VARIABLE INS.-INV REL- At Rep Bus Loc(s) - Started 9/25/2016 - 3 Hours Per Month During Trading. 13) 6/6/2018: Beacon Wealth Management Planning Inc - Invest. Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 7/1/2018 - 150 Hours Per Month During Securities Trading 14) 6/6/2018: BWMP and/or BWMP, Inc - Invest. - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 7/1/2018 - 150 Hours Per Month During Trading 15) 11/11/2019 - Beacon Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started ¬11/08/2019 - 40 Hours Per Month During Trading 16) 04/19/2022 - Commission sharing with Jeff Dunst -Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Broker - Start Date - 04/01/2022 - 1 Hours Per Month/1 Hours During Trading 17) 05/28/2025 - CalDac Enterprises LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - Lincroft, NJ- Start Date 05/01/2025- 0 hours per month/ during trading 18) 05/28/2025- Savoy - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/01/2025 - 2 hours per month/ during trading 19) 12/10/2025 - Inovo Wealth Architects - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 160 hours per month/ during trading 20) 06/05/2026 - Inovo Wealth Architects Inc - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/01/2026 - 160 hours per month/ 40 hrs during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-05-02
• S63 Uniform Securities Agent State Law Examination
  2002-03-29

Designations