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Michael Joe D'AMbrosio

LPl Financial LLC

Monroeville, PA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-06
PA RA APPROVED 2020-12-07
  • TX RA
    APPROVED_RES
    Since 2025-03-06
  • PA RA
    APPROVED
    Since 2020-12-07

Branch Locations

3824 Northern Pike Ste 850, Monroeville, PA 15146 • 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
Lewis, Mcbeth & D'AMbrosio 1010 Western Ave PA 10/2008 11/2020
Sagepoint Financial, Inc. Pittsburgh PA 08/2016 11/2020
Lpl Financial Llc Boston MA 12/2020 Present
  • 10/2008 → 11/2020
    Lewis, Mcbeth & D'AMbrosio
    1010 Western Ave, PA
  • 08/2016 → 11/2020
    Sagepoint Financial, Inc.
    Pittsburgh, PA
  • 12/2020 → Present
    Lpl Financial Llc
    Boston, MA
Previous Registrations
  • 2017-06-19 → 2020-12-14
    Osaic Services, Inc.
    Pittsburgh, PA
Other Businesses

1)12/7/2020- D'Ambrosio Financial Advisors- DBA for LPL Business (entity for LPL business)-Inv. Related- Pittsburgh, PA - 100%

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-19
  • S66 Uniform Combined State Law Examination
    2017-06-19

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · MONROEVILLE, PA
CETERA INVESTMENT ADVISERS LLC · MONROEVILLE, PA
CITIZENS SECURITIES, INC. · MONROEVILLE, PA
CITIZENS SECURITIES, INC. · MONROEVILLE, PA
MARION WEALTH MANAGEMENT · MONROEVILLE, PA
COY CAPITAL MANAGEMENT · MONROEVILLE, PA
LPL FINANCIAL LLC · MONROEVILLE, PA
AMERIPRISE FINANCIAL SERVICES, LLC · Monroeville, PA

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