Daniel John Koval

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

• 07/2018 → 10/2022
  Pruco Securities, Llc.
  White Plains, NY
• 10/2017 → 07/2018
  Unemployed
  Port Chester, NY
• 08/2017 → 10/2017
  Rye Grill And Bar
  Rye, NY
• 03/2016 → 08/2017
  The Rye House
  Port Chester, NY
• 05/2019 → 10/2022
  Prudential Insurance Company Of America
  White Plains, NY
• 10/2022 → 11/2023
  Massmutual Life Insurance Co
  Kailua Kona, HI
• 10/2022 → 11/2023
  Mml Investors Services, Llc
  Kailua Kona, HI
• 12/2023 → 11/2024
  Pruco Securities Llc.
  Paramus, NJ
• 12/2023 → Present
  The Prudential Insurance Company Of America
  Paramus, NJ
• 11/2024 → Present
  Lpl Enterprise, Llc
  Paramus, NJ

Previous Registrations

• 2023-12-21 → 2024-11-14
  Pruco Securities, Llc.
  Paramus, NJ
  Kailua-Kona, HI
• 2022-10-11 → 2023-11-30
  Mml Investors Services, Llc
  Shelton, CT
  Kailua-Kona, HI
• 2021-12-03 → 2022-10-13
  Pruco Securities, Llc.
  White Plains, NY
  White Plains, NY

Other Businesses

1) 07/06/2026-Carolina Yacht Club-Server-Outside/W-2 Employment-Not inv related-At Charleston, SC-Start date 06/11/2026-96hrs/mth-0hrs/mth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-19
• S63 Uniform Securities Agent State Law Examination
  2019-01-15

Other Names

• Daniel John Koval
• Daniel Koval