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Benjamin Duhoski

LPl Enterprise, LLC

North Bethesda, MD

CRD 6992445

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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:

Current Employers
Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-11-05
DC RA APPROVED 2024-11-14
MD RA APPROVED 2024-11-14
  • TX RA
    APPROVED_RES
    Since 2025-11-05
  • DC RA
    APPROVED
    Since 2024-11-14
  • MD RA
    APPROVED
    Since 2024-11-14

Branch Locations

909 Rose Ave Ste 650 Suite 400, North Bethesda, MD 20852 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pruco Securities, Llc. Bethesda MD 01/2019 11/2024
Full Time Student Millbrook NY 01/2009 08/2018
Northwestern Mutual Washington DC 08/2018 01/2019
Prudential Insurance Company Of America Bethesda MD 03/2019 Present
Lpl Enterprise, Llc North Bethesda MD 11/2024 Present
  • 01/2019 → 11/2024
    Bethesda, MD
  • 01/2009 → 08/2018
    Full Time Student
    Millbrook, NY
  • 08/2018 → 01/2019
    Northwestern Mutual
    Washington, DC
  • 03/2019 → Present
    Prudential Insurance Company Of America
    Bethesda, MD
  • 11/2024 → Present
    North Bethesda, MD
Previous Registrations
Other Businesses

1) 05/01/2025-Bethesda Wealth Planning Group-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 04/29/2025-0hrs/mth-0hrs/mth during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-12
  • S66 Uniform Combined State Law Examination
    2019-03-12

View on SEC IAPD

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