Lawrence Joseph Papola

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 10/2012 → Present
  U.S. Captive Partners & Associates, Inc.
  Melville, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 08/2023 → Present
  Thinkequity Insurance Services Llc
  Melville, NY

Previous Registrations

• 2024-10-11 → 2025-02-27
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 2022-01-24 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2008-03-04 → 2014-04-22
  Park Avenue Securities Llc
  Woodbury, NY
  Massapequa, NY
  Massapequa, NY
  Woodbury, NY

Other Businesses

LIFE, HEALTH & ANNUITIES, LTC OTHER THAN GUARDIAN WHEN NECESSARY. INSURANCE SERVICES(PRODUCTS OTHER THAN GUARDIAN)

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-02-02

Designations

• Chartered Financial Consultant

Other Names

• Lawrence J Papola
• Lawrence Joseph Papola
• Lawrence Joseph Papola