Paul Andrew Coroneos

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

• 05/2008 → 06/2019
  Foresters Financial Services
  Greenbelt, MD
• 01/2011 → 04/2017
  Self
  Washington, DC
• 06/2014 → 06/2019
  Foresters Advisory Services
  Greenbelt, MD
• 06/2019 → Present
  Lpl Financial Llc
  Bethesda, MD

Previous Registrations

• 2014-07-10 → 2019-06-17
  Foresters Advisory Services, Llc
  Silver Spring, MD

Other Businesses

1) 06/17/2019 - Real Estate Rental - Owner - inv rel - NC - start: 12/2015 - 5 ghr/mth 2) 07/31/2019 - no business name - Investment related - At reported business location(s) - Non-Variable Insurance - start date:07/29/2019 -10 hrs/mo - 2 hrs during trading. 3) 1/13/2020 - Paladin Wealth Advisors - DBA: Paladin Wealth Advisors, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/20/2020 - 160 Hours Per Month/130 Hours During Securities Trading. 4) 10/19/2023 - Coroneos Holdings LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 10/12/2023 - 5 Hour Per Month/ 5 Hours During Trading 5) 11/03/2023 - The Bearded Lemons, LLC - Inv Related - Kyle, TX - Real Estate Rental - Start Date: 10/23/2023 - 1 Hr/Mo & During Trading 6) 03/06/2024 - 4 Little C-Homes 1, LLC - Inv Related - Austin, TX - Real Estate Rental - Started: 2/28/2024 - 1 Hr/Mo; 0 Hr During Trading. 7) 07/25/2024 - 4 Little C-Homes 2, LLC - Real Estate Rental - Austin, TX - Investment Related - Start Date 05/23/2024 - 1 Hour Per Month/ During Trading 8) 10/03/2024 - 4 Little C-Homes 3, LLC - Real Estate Rental - Investment Related - Austin, TX - Start Date 09/06/2024 - 1 Hour Per Month/ DUring Trading 9) 01/07/2025 - Fluff And Buff Fathers - Investment Related - Business Entity For Tax/Investment Purposes Only - Springs, TX -Start Date:11/01/2024 - 2 Hrs/Mth - 1 Hrs During Trading. 10) 01/07/2025 - Whisker Knights, LLC - Investment Related - Real Estate Rental - Springs, TX - Start Date:11/01/2024 - 2 Hrs/Mth - 1 Hrs During Trading. 11) 01/07/2025- Whisker Wizards, LLC - Investment Related - Real Estate Rental - Springs, TX - Start Date:11/01/2024 - 2 Hrs/Mth - 1 Hrs During Trading. 12) 02/10/2025 - Payroll Only Inc - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:02/06/2025 - 1 Hrs/Mth - 1 Hrs During Trading. 13) 03/19/2025 - 4 Little C-Homes 5, LLC - Real Estate Rental - Investment Related - Austin, TX - Start date: 03/18/2025 1 Hrs/Mth - 0 Hrs During Trading. 14) 03/19/2025 - 4 Little C-Homes 5, LLC - Real Estate Rental - Investment Related - Austin, TX - Start date: 03/18/2025 1 Hrs/Mth - 0 Hrs During Trading. 15) 05/28/2025 - 4 Little C-Homes 6, LLC - Inv. Related - Dr Austin TX - Real Estate Rental - Start Date:05/19/2025 - 1 Hrs/Mth - 0 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-27
• S63 Uniform Securities Agent State Law Examination
  2011-10-07