Peter John Korcusko

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 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

• 09/2011 → 09/2016
  Morgan Stanley Smith Barney
  Clearwater, FL
• 01/2015 → 09/2016
  Morgan Stanley Private Bank, National Association
  New York, NY
• 09/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Clearwater, FL
• 11/2016 → 05/2023
  Wells Fargo Clearing Services, Llc
  Clearwater, FL
• 05/2023 → Present
  Lpl Financial Llc
  Tampa, FL

Previous Registrations

• 2016-09-26 → 2023-05-11
  Wells Fargo Clearing Services, Llc
  Clearwater, FL
• 2011-09-19 → 2016-10-04
  Morgan Stanley
  Clearwater, FL
• 2007-03-06 → 2011-09-14
  Morgan Keegan & Company, Llc
  Clearwater, FL
  Clearwater, FL
  Clearwater, FL
  Tampa, FL
• 2004-02-04 → 2007-02-20
  Amsouth Investment Management Company Llc
  St Petersburg, FL
• 2002-11-08 → 2003-12-11
  Ifmg Securities, Inc.
  Ocean, NJ

Other Businesses

1) 4/2023 - Molon Labe Financial / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start date 03/30/2023 - 160 Hrs per month

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-22
• S63 Uniform Securities Agent State Law Examination
  1996-08-02