Vincent T Bonavita

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2025-04-24
NJ	RA	APPROVED	2025-04-22

SC RA
APPROVED

Since 2025-04-24
NJ RA
APPROVED

Since 2025-04-22

Branch Locations

2600 Crooked Stick Lane, Mount Pleasant, SC 29466 • United States

84 Park Avenue Suite G209, Flemington, NJ 08822 • 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
American Portfolios Financial Services, Inc.	Shrewsbury	NJ	07/2003	10/2024
Osaic Wealth, Inc.	Scottsdale	AZ	10/2024	04/2025
Lpl Financial	Mount Pleasant	SC	04/2025	Present

07/2003 → 10/2024

American Portfolios Financial Services, Inc.

Shrewsbury, NJ
10/2024 → 04/2025

Osaic Wealth, Inc.

Scottsdale, AZ
04/2025 → Present

Lpl Financial

Mount Pleasant, SC

Previous Registrations

2024-10-11 → 2025-04-25

Osaic Wealth, Inc.

Shrewsbury, NJ

Mount Pleasant, SC

Scottsdale, AZ
2005-03-03 → 2024-10-11

American Portfolios Advisors, Inc

Holbrook, NY
2002-06-20 → 2003-07-22

Ws Griffith Securities, Inc.

Shrewsbury, NJ

Other Businesses

1- 12/2024 / Asset & Wealth Management Group, LLC / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / AT LOCATION / 2 HRS MNTH / 1 HRS DURING TRADING / START 2/10/25 2- 12/2024 / Asset & Wealth Management Group, LLC / Non-Variable Insurance Trails Only / INVESTMENT RELATED / 2 HRS MNTH / 1 HRS DURING TRADING / START 2/10/25

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-02-18
S63	Uniform Securities Agent State Law Examination	1994-10-13

S66 Uniform Combined State Law Examination

2005-02-18
S63 Uniform Securities Agent State Law Examination

1994-10-13

View on SEC IAPD