Best Investors Account Sign in
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-24
NY RA APPROVED 2025-07-31
  • CA RA
    APPROVED
    Since 2025-10-24
  • NY RA
    APPROVED
    Since 2025-07-31

Branch Locations

New York, NY • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

4 Hutton Centre Drive Ste 750, Santa Ana, CA 92707 • United States

New York, NY • 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
Pachama, Inc. New York NY 07/2024 06/2025
Dandelion Energy, Inc. New York NY 07/2022 07/2024
Professional Fighters League, Llc New York NY 02/2024 02/2024
Forum Brands, Inc. New York NY 02/2022 07/2022
Centri Business Consulting, Llc Brooklyn NY 02/2020 02/2022
Kirschbaum Consulting, Llc Arlington VA 12/2016 12/2022
Quad Learning, Inc. Washington Dc DC 03/2016 05/2017
Innocove Llc King Of Prussia PA 08/2020 03/2024
Lpl Financial New York NY 05/2025 Present
  • 07/2024 → 06/2025
    Pachama, Inc.
    New York, NY
  • 07/2022 → 07/2024
    Dandelion Energy, Inc.
    New York, NY
  • 02/2024 → 02/2024
    Professional Fighters League, Llc
    New York, NY
  • 02/2022 → 07/2022
    Forum Brands, Inc.
    New York, NY
  • 02/2020 → 02/2022
    Centri Business Consulting, Llc
    Brooklyn, NY
  • 12/2016 → 12/2022
    Kirschbaum Consulting, Llc
    Arlington, VA
  • 03/2016 → 05/2017
    Quad Learning, Inc.
    Washington Dc, DC
  • 08/2020 → 03/2024
    Innocove Llc
    King Of Prussia, PA
  • 05/2025 → Present
    Lpl Financial
    New York, NY
Other Businesses

1)05/22/2025 - Meritage Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)05/22/2025 - Eric Reale - Business Entity For Tax Prep/Accounting/CPA - Inv Rel - New York, NY - Start: 05/2025 3)05/22/2025 - Pachama, Inc. - Assistant Controller - Non-Inv Rel - San Francisco, CA - Start: 07/20/2024 - 160 Hr/Mth

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-24
  • S66 Uniform Combined State Law Examination
    2025-07-24

View on SEC IAPD

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor