Barbara Ann Pietrangelo

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

• 10/1991 → Present
  Prudential Insurance Company Of America
  Ada, MI
• 10/1991 → 11/2024
  Pruco Securities, Llc.
  Ada, MI
• 11/2024 → Present
  Lpl Enterprise, Llc
  Ada, MI

Previous Registrations

• 2009-01-02 → 2024-11-14
  Pruco Securities, Llc.
  Ada, MI
  Troy, MI
  Ada, MI
  Ada, MI
  Hastings, MI
  Hastings, MI
  Hastings, MI
  Wesley Chapel, FL

Other Businesses

1) 08/30/2024 - Blue Cross - Used to due healthcare plans. no longer do but still receive commissions trails - Non-Variable Insurance Commission Trails - Inv Related - At Ada, MI - Start Date 03/02/2017 - 0hrs/mth - 0hrs/mth During Trading 2) 01/22/2026-Destination Financial Strategies-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 11/03/2025-160hrs/mth-160hrs/mth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-10
• S63 Uniform Securities Agent State Law Examination
  1991-12-13

Designations

• Certified Financial Planner
• Chartered Financial Consultant