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Claudio Bonesini

LPl Financial LLC

Middlesex, NJ

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-06
  • NJ RA
    APPROVED
    Since 2025-03-06

Branch Locations

576 Bound Brook Rd, Middlesex, NJ 08846 • 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
Jenkoski, Long, Yu Cpa'S New Brunswick NJ 08/2017 12/2021
The Investment Center Inc New Brunswick NJ 03/2019 09/2019
Mcann Systems Homdel NJ 07/2016 10/2016
Unemployed Asbury Park NJ 10/2016 02/2017
Mark J Mauro Sommerville NJ 02/2017 04/2017
Unemployed Asbury Park NJ 04/2017 08/2017
Ic Advisory Services New Brunswick NJ 08/2019 09/2019
The Investment Center, Inc. Middlesex NJ 01/2024 06/2024
The Curchin Group Red Bank NJ 01/2022 04/2022
Linda M Yu Llc Middlesex NJ 05/2022 Present
The Investment Center, Inc. Middlesex NJ 06/2024 03/2025
Ic Advisory Services, Inc. Middlesex NJ 06/2024 Present
Lpl Financial Llc Middlesex NJ 03/2025 Present
  • 08/2017 → 12/2021
    Jenkoski, Long, Yu Cpa'S
    New Brunswick, NJ
  • 03/2019 → 09/2019
    The Investment Center Inc
    New Brunswick, NJ
  • 07/2016 → 10/2016
    Mcann Systems
    Homdel, NJ
  • 10/2016 → 02/2017
    Unemployed
    Asbury Park, NJ
  • 02/2017 → 04/2017
    Mark J Mauro
    Sommerville, NJ
  • 04/2017 → 08/2017
    Unemployed
    Asbury Park, NJ
  • 08/2019 → 09/2019
    Ic Advisory Services
    New Brunswick, NJ
  • 01/2024 → 06/2024
    The Investment Center, Inc.
    Middlesex, NJ
  • 01/2022 → 04/2022
    The Curchin Group
    Red Bank, NJ
  • 05/2022 → Present
    Linda M Yu Llc
    Middlesex, NJ
  • 06/2024 → 03/2025
    The Investment Center, Inc.
    Middlesex, NJ
  • 06/2024 → Present
    Ic Advisory Services, Inc.
    Middlesex, NJ
  • 03/2025 → Present
    Middlesex, NJ
Previous Registrations
  • 2024-06-24 → 2025-03-06
    Ic Advisory Services, Inc.
    Bedminster, NJ
    Middlesex, NJ
  • 2019-09-03 → 2019-10-28
    Ic Advisory Services, Inc.
    Bedminster, NJ
    Towaco, NJ
    New Brunswick, NJ
Other Businesses

1. 03/06/2025- CBACCTG LLC- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 10/25/2012- 1 Hour Per Month- 1 Hour During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-20
  • S66 Uniform Combined State Law Examination
    2024-05-20

View on SEC IAPD

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