Daniel Wayne Costa

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:

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2024-08-05
TX	RA	APPROVED	2024-08-05

PA RA
APPROVED

Since 2024-08-05
TX RA
APPROVED

Since 2024-08-05

Branch Locations

Valencia, PA • United States

2000 Corporate Dr #350, Wexford, PA 15090 • United States

Bcr Financial Services, Llc

2000 Corporate Dr. Ste 350, Wexford, PA 15090 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2001-05-18
WV	RA	APPROVED	2001-05-14
PA	RA	APPROVED	1998-12-07

OH RA
APPROVED

Since 2001-05-18
WV RA
APPROVED

Since 2001-05-14
PA RA
APPROVED

Since 1998-12-07

Branch Locations

2000 Corporate Dr., Ste 350, Wexford, PA 15090 • 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

Organization	City	State	From	To
Lpl Financial Llc	Wexford	PA	08/2024	Present
Lincoln Financial Securities Corporation	Wexford	PA	07/2008	08/2024

08/2024 → Present

Lpl Financial Llc

Wexford, PA
07/2008 → 08/2024

Lincoln Financial Securities Corporation

Wexford, PA

Previous Registrations

2013-01-10 → 2024-08-05

Osaic Fs, Inc.

Wexford, PA

Wexford, PA

Other Businesses

1 - 06/07/2024 - BCR FINANCIAL SERVICES, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 10 Hours/Month - At reported business location(s). 2 - 06/07/2024 - Daniel W Costa, CPA, CFP - Non-Variable Insurance - Inv Related - 10 Hours/Month - PA 15090 - OBA Start Date: 03/01/1998. 3- 03/10/2025 - BCR Financial Services, LLC - Investment Related - Registered Investment Advisor - At Reported Business Location(s) - Start Date:02/20/1998 - 10 Hrs/Mth - 10 Hrs During Trading.I provide financial planning and consulting services through BCR Financial Services, LLC, an independent investment advisor firm. I started this business activity in 02/1998. I expect to spend approximately 10 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 4- 06/16/2026 - Costa Family Wealth, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) -Start Date 02/16/2026 - 160 hours per month/ during trading

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-07-27
S63	Uniform Securities Agent State Law Examination	1994-05-05

S65 Uniform Investment Adviser Law Examination

1999-07-27
S63 Uniform Securities Agent State Law Examination

1994-05-05

Designations

Certified Financial Planner

View on SEC IAPD