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Kevin R Marani

LPl Enterprise, LLC

Roseville, CA

Pleasant Hill, CA

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Current Employers
Lpl Enterprise, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-14
  • CA RA
    APPROVED
    Since 2024-11-14

Branch Locations

2998 Douglas Blvd Suite 200, Roseville, CA 95661 • United States

Pleasant Hill, CA • 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
OrganizationCityStateFromTo
Trajan Advisors Pleasant Hill CA 01/2014 07/2019
Pinnacle Equity Management, Llc St Louis MO 07/2019 02/2021
Pruco Securities Llc Walnut Creek CA 05/2022 11/2024
Appreciation Financial Pleasant Hill CA 03/2021 05/2022
The Prudential Insurance Company Of America Walnut Creek CA 05/2022 Present
Lpl Enterprise, Llc Walnut Creek CA 11/2024 Present
  • 01/2014 → 07/2019
    Trajan Advisors
    Pleasant Hill, CA
  • 07/2019 → 02/2021
    Pinnacle Equity Management, Llc
    St Louis, MO
  • 05/2022 → 11/2024
    Pruco Securities Llc
    Walnut Creek, CA
  • 03/2021 → 05/2022
    Appreciation Financial
    Pleasant Hill, CA
  • 05/2022 → Present
    The Prudential Insurance Company Of America
    Walnut Creek, CA
  • 11/2024 → Present
    Lpl Enterprise, Llc
    Walnut Creek, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-18
S63 Uniform Securities Agent State Law Examination 2019-08-17
  • S66 Uniform Combined State Law Examination
    2022-04-18
  • S63 Uniform Securities Agent State Law Examination
    2019-08-17

View on SEC IAPD

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Other Offices

DCA FAMILY OFFICE, LLC · ROSEVILLE, CA
DCA MANAGEMENT COMPANY, INC. · ROSEVILLE, CA
MUTUAL ADVISORS, LLC · Roseville, CA
DCA FAMILY OFFICE, LLC · Roseville, CA
COMMONWEALTH FINANCIAL NETWORK · Roseville, CA
EDWARD JONES · ROSEVILLE, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Roseville, CA
MERCER GLOBAL ADVISORS INC. · ROSEVILLE, CA

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