Bryan Duty

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 09/2009 → 09/2016
  Ohio Christian University
  Circleville, OH
• 09/2014 → 12/2016
  Morgan Stanley
  Columbus, OH
• 12/2016 → 03/2020
  J.P. Morgan Securities Llc
  Westerville, OH
• 10/2015 → 01/2019
  Beans On A Mission, Llc.
  Pataskala, OH
• 08/2019 → 09/2024
  Rushcreek Presbyterian Church
  Rushville, OH
• 07/2019 → 01/2020
  Woodside Presbyterian Church
  Newark, OH
• 06/2020 → 09/2024
  Jpmorgan Chase Bank, N.A.
  Westerville, OH
• 12/2018 → 03/2019
  Rushcreek Presbyterian Church
  Rushville, OH
• 01/2023 → Present
  Oak Meadow Homes
  Pataskala, OH
• 12/2023 → Present
  Room With A View 4U
  Pataskala, OH
• 09/2024 → Present
  Lpl Enterprise, Llc
  Fort Mill, SC

Previous Registrations

• 2020-08-21 → 2024-09-24
  J.P. Morgan Securities Llc
  Westerville, OH
  Hartville, OH
  Uniontown, OH
  Westerville, OH
  Columbus, OH
  Pataskala, OH
• 2017-01-03 → 2020-03-26
  J.P. Morgan Securities Llc
  Westerville, OH
  Westerville, OH
  Westerville, OH
  Westerville, OH
  Columbus, OH
  Columbus, OH
  Westerville, OH

Other Businesses

1) 09/10/2024-Oak Meadow Homes, LLC-Real Estate Rental- Inv Related-At Pataskala, OH-Start date 01/19/2023-3hrs/mth 2) 09/10/2024-Room with a View 4U-Real Estate Rental- Inv Related-At Pataskala, OH-Start date 12/28/2023-1hrs/mth 3) 11/03/2025-Grace Retreat LLC-President and Manager-Real Estate Rental-Inv related-At Pataskala, OH-Start date 11/01/2025-1hrs/mth-0hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2016-12-23

Other Names

• Bryan Hopkins Duty