Michael Scott Caprai

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

• 09/2003 → Present
  Commonwealth Financial Network
  Waltham, MA
• 08/2010 → Present
  Green Leaf Financial Consulting
  Eugene, OR
• 03/2024 → Present
  Lpl Financial, Llc
  Twin Falls, ID

Previous Registrations

• 2003-09-19 → 2024-03-12
  Commonwealth Financial Network
  Twin Falls, ID
  Eugene, OR
  Eugene, OR
  Eugene, OR
• 2003-05-09 → 2003-10-03
  Citigroup Global Markets Inc.
  Eugene, OR

Other Businesses

1) 02/14/2024 - Green Leaf Financial Consulting, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 140 Hours per month. 2) 02/14/2024 - Green Leaf Mortgage Inc. - Outside - Mortgage services, residential mortgages - OFFICER ONLY - ID 83301 - Investment related - Start date: 10/03/2023. 3) 12/09/2024 - Green Leaf Financial Consulting, LLC - Non-Variable Insurance - Financial Consultant - Investment Related - At Reported Business Location(s) - Start Date 11/25/2024 - 3 hours per month/ 0 hours during trading 4) 03/31/2025 - American Partners Insurance marketing Inc. - Investment Related - Non-Variable Insurance - At Reported Business Location(s - 5 hours per month/ 1 hours during trading - Non-Variable Insurance - Start date: 03/26/2025

Exams

• S66 Uniform Combined State Law Examination
  2003-05-06

Other Names

• Michael Scott Simonds
• Michael S Caprai