Kevin Daniel Bayani

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

• 08/2011 → 07/2025
  Cadaret, Grant & Co., Inc.
  Athens, GA
• 08/2011 → Present
  New Horizon Financial Corp.
  Athens, GA
• 07/2025 → Present
  Lpl Financial Llc
  Athens, GA

Previous Registrations

• 2012-10-04 → 2025-07-10
  Cadaret, Grant & Co., Inc.
  Hackensack, NJ
  Ridgefield Park, NJ
  Teaneck, NJ
  Eagle, CO
  Athens, GA

Other Businesses

1. 07/10/2025- New Horizon Financial Tax Services, LLC- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 11/28/2011- 1 Hour Per Month- 1 Hour During Trading 2. 07/10/2025- New Horizon Financial- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 11/11/2011- 40 Hours Per Month- 40 Hours During Trading 3. 07/10/2025-United Healthcare- Non-Variable Insurance- INV Related- At Reported Business Location(s)-Start date 03/01/2012-1 Hour Per Month- 1 Hour During Trading 4. 07/10/2025- Kansas City Life Insurance- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 1 Hour Per Month- 1 Hour During Trading

Exams

• S66 Uniform Combined State Law Examination
  2012-03-17

Designations

• Certified Financial Planner