Mohamed A Kotb

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

• 10/2022 → 05/2023
  E*Trade Securities Llc
  Morristown, NJ
• 07/2022 → 10/2022
  Aston Carter
  Parsippany, NJ
• 10/2020 → 06/2022
  Dunkin Donuts
  Denville, NJ
• 11/2018 → 10/2019
  Starbucks
  Morris Plains, NJ
• 07/2017 → 08/2018
  Quickchek
  Whippany, NJ
• 06/2015 → 07/2017
  Cluck U Chicken
  Parsippany, NJ
• 10/2019 → 10/2020
  College
  New Brunswick, NJ
• 10/2023 → 11/2024
  Pruco Securities Llc
  Basking Ridge, NJ
• 09/2016 → 08/2021
  Rutgers University
  New Brunswick, NJ
• 05/2023 → 10/2023
  Unemployed
  Parsippany, NJ
• 11/2023 → Present
  The Prudential Insurance Company Of America
  Basking Ridge, NJ
• 11/2024 → Present
  Lpl Enterprise, Llc
  Basking Ridge, NJ

Previous Registrations

• 2023-11-08 → 2024-11-14
  Pruco Securities, Llc.
  Basking Ridge, NJ

Other Businesses

1) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)

Exams

• S66 Uniform Combined State Law Examination
  2023-11-07
• S63 Uniform Securities Agent State Law Examination
  2023-03-03

Other Names

• Mohamed A Kotb
• Mohamed Kotb