Edward Baroncini

Current Employers

Employment History

• 07/1990 → 08/2019
  Baroncini Enterprises Inc.
  Vernon, CT
• 08/2008 → 08/2019
  Baroncini Financial
  Malborough, CT
• 12/2014 → Present
  Lpl Financial, Llc
  Rocky Hill, CT
• 01/2019 → Present
  Excel Wealth Management, Llc
  Rocky Hill, CT

Previous Registrations

• 2009-08-17 → 2014-12-16
  Fsc Securities Corporation
  Atlanta, GA
  Glastonbury, CT

Other Businesses

1. 3/13/2019 - Excel Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/28/2019 - 150 Hours Per Month/10 Hours During Securities Trading - I provide investment advisory services through Excel Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 01/2019. I expect to spend approximately 150 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 2/13/2023 - BarLuc Holdings, LLC - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date - 10/31/2022 - 1 Hours Per Month/0 Hours During Securities Trading 3. 01/16/2024 - Black Bear Ventures, LLC - Other - Business Owner - Investment Related - Start Date 03/01/2024 - 10 Hours Per Month/ 2 Hours During Trading 4. 07/01/2024 - 401k Cube, LLC - Third Party Administrator (TPA) - Not Investment Related - At Reported Business Location(s) - Start Date 06/01/2023 - 10 Hours per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2009-07-30

Other Names

• Edward Alfred Baroncini