Joseph Bruce Formicola

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

• 05/2021 → 08/2021
  Kla Development, Inc
  Ann Arbor, MI
• 12/2015 → 05/2021
  Greenhills High School
  Ann Arbor, MI
• 08/2021 → 08/2025
  University Of San Francisco
  San Francisco, CA
• 11/2021 → 05/2022
  California Tennis Club
  San Francisco, CA
• 05/2024 → 08/2024
  Mcdonalds
  Ann Arbor, MI
• 08/2022 → 11/2022
  Lifetime Activities
  San Francisco, CA
• 05/2023 → 08/2023
  Delaware North
  Detroit, MI
• 05/2021 → Present
  Doordash, Inc
  Ann Arbor, MI
• 09/2025 → Present
  Uber Eats
  Ann Arbor, MI
• 09/2025 → Present
  Mckinley
  Ypsilanti, MI
• 12/2025 → Present
  Lpl Enterprise Llc
  Ann Arbor, MI

Other Businesses

1. 12/18/2025 - DoorDash Inc - Rideshare -Ann Arbor, MI - Not Inv Related - Start Date: 04/14/2021- 25 Hour(s)/Month - 0 Hour(s) During Trading 2. 12/18/2025 - Mckinley - Coach/ Sports/ Fitness - Ypsilanti, MI -Not Inv Related - Start Date: 09/10/2025- 10 Hour(s)/Month - 0 Hour(s) During Trading 3. 12/18/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Ann Arbor, MI - Inv Related - Start Date: 12/16/2025- 160 Hour(s)/Month - 160 Hour(s) During Trading 4. 12/18/2025 - JOSEPH FORMICOLA, N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Ann Arbor, MI - Inv Related - Start Date: 12/16/2025- 160 Hour(s)/Month - 160 Hour(s) During Trading 5. 12/18/2025 - Uber Eats - Rideshare - Ann Arbor, MI - Inv Related - Start Date: 09/08/2025- 20 Hour(s)/Month - 0 Hour(s) During Trading

Exams

• S66 Uniform Combined State Law Examination
  2026-02-09