Danielle L Veloso

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

• 05/2018 → Present
  The Garback Agency
  North Brunswick, NJ
• 10/2016 → 05/2018
  Sys-Tech International
  Princeton, NJ
• 10/2014 → 10/2016
  Kpmg
  Philadelphia, PA
• 02/2019 → 11/2024
  Pruco Securities, Llc.
  North Brunswick, NJ
• 11/2024 → Present
  Lpl Enterprise, Llc
  North Brunswick, NJ

Previous Registrations

• 2021-01-26 → 2024-11-14
  Pruco Securities, Llc.
  East Brunswick, NJ
  North Brunswick, NJ
  Colts Neck, NJ

Other Businesses

1) 10/02/2024- The Garback Agency- Payroll, bookkeeping, vendor management, accounts payable & receivable, administrative work- Business Entity for Tax/Investment Purposes Only- INV Related- North Brunswick, NJ- 160hrs/mth- 120hrs during trading 2) 08/21/2024- Non practicing CPA. CPA designation is not currently being used- Tax Prep/Accounting/CPA- Not INV Related- North Brunswick, NJ- Start Date 09/01/2018- 0hrs/mth- 0hrs during trading 3) 12/02/2025-Garback Financial-Agency Financial Manager-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 12/02/2025-160hrs/mth-120hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2020-02-20

Other Names

• Danielle Lauren Garback