Peter Aloysius Beronio

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

• 09/2009 → Present
  Lpl Financial Llc
  Killeen, TX

Previous Registrations

• 1999-05-10 → 2009-09-08
  Mutual Service Corporation
  Boston, MA
  Killeen, TX

Other Businesses

1. 01/20/2010 - Beronio Wealth Planning Solutions - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 10/16/2012 - NON-VARIABLE INSURANCE - NON-VARIABLE LIFE & OTHER INSURANCE PRODUCTS, AS WELL AS ACTIVITIES THRU UNITED HEALTH INSURANCE, ARE THROUGH LPL INSURANCE ASSOCIATES AND OTHER GENERAL AGENT & AGENT CONTRACTS. - TIME SPENT 5% - KILLEEN, TX 3. 10/01/2014 * Arrowhead Drive Development, Inc * Other - Real Estate * NOT INV REL * START 01/01/2004 4. 01/21/2016 - OSJ Alliance - NOT INV REL - 2601 S Trimmier, Killeen, TX 76542 - Business Entity For Tax/Investment Purposes Only - START 01/01/2009 - 40 HOURS PER MONTH, 10 DURING TRADING - This entity is to facilitate the OSJ function for our group. 5. 4/21/2021 - No Business Name - Investment Related - 2601 Trimmier Rd Killeen, Texas 76542 - Real Estate Rental - Started 01/01/1990 - 0 Hours Per Month. 6. 09/12/2022 - Beronio Wealth Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/29/2022 - 0 Hours Per Month/0 Hours During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1981-03-06