Angelo Rosario Imbrogno

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 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

• 09/2009 → Present
  Lpl Financial, Llc
  Darien, IL

Previous Registrations

• 2004-06-04 → 2005-12-31
  Waterstone Financial Group, Inc.
  Boston, MA
  Darien, IL
  Darien, IL
• 2003-06-06 → 2004-05-10
  Wells Fargo Clearing Services, Llc
  Itasca, IL

Other Businesses

1. 04/29/2011: REAL ESTATE RENTAL - ANGELO IMBROGNO RENTS THE OFFICE SPACE HE PERSONALLY OWNS TO HIS FINANCIAL ADVISORY PRACTICE. - TIME SPENT 1% - DARIEN, IL. 2. 03/07/2012 - Blue Diamond Wealth Management - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 3. 05/28/2013 - THE IMBROGNO INVESTMENT GROUP, INC. - FOR ACCOUNTING PURPOSES ONLY - FOR ACCOUNTING PURPOSES ONLY; NOT HELD OUT TO THE PUBLIC - DARIEN, IL 4. 05/12/2023 - Blue Diamond Wealth Mangement - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Start Date 02/01/2023 - 1 Hours Per Month/1 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-20
• S63 Uniform Securities Agent State Law Examination
  1994-05-26