Kyle Andrew Tosh

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

• 08/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilmington, DE
• 10/2016 → 12/2020
  Bank Of America, N.A.
  Wilmington, DE
• 12/2020 → Present
  The Prudential Insurance Company Of America
  Newark, DE
• 12/2020 → 11/2024
  Pruco Securities Llc
  Newark, DE
• 11/2024 → Present
  Lpl Enterprise, Llc
  Newark, DE

Previous Registrations

• 2020-12-07 → 2024-11-14
  Pruco Securities, Llc.
  North Bethesda, MD
  Newark, DE
  Rising Sun, MD
• 2016-10-31 → 2020-12-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilmington, DE

Other Businesses

1) 12/17/2024- Rising Sun Chamber of Commerce- Board member to assist with chamber activities and event planning- Non-Profit Board Member- Not INV Related- Newark, NJ- Start Date 01/01/2021- 10hrs/mth- 5hrs during trading 2) 09/12/2025-Old Line Wealth Partners-Founding Partner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 09/12/2025-10hrs/mth-10hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2016-10-28

Designations

• Certified Financial Planner

Other Names

• Kyle Tosh
• Kyle Andrew Tosh
• Kyle A Tosh