Patrick Tedesco

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

• 02/1984 → 07/2021
  Waddell & Reed, Inc.
  Virginia Beach, VA
• 02/1984 → 07/2021
  Various Insurance Carriers
  Virginia Beach, VA
• 02/1997 → 07/2021
  Anthem
  Virginia Beach, VA
• 10/1999 → 07/2021
  Golden Rule
  Virginia Beach, VA
• 02/1984 → 07/2021
  United Investors Life Insurance Company
  Virginia Beach, VA
• 01/2004 → 07/2021
  Mutual Of Omaha
  Virginia Beach, VA
• 07/1993 → 10/2016
  Penn Treaty Ins Co
  Allentown, PA
• 01/2004 → 12/2016
  Humana
  Green Bay, WI
• 01/1985 → 07/2021
  Senior Health Ins Co Of Pa
  Carmel, IN
• 06/2000 → 07/2021
  Rose Tedesco Trust
  Jersey City, NJ
• 11/2001 → 07/2021
  Patrick Tedesco
  Virginia Beach, VA
• 08/2019 → 07/2021
  Dnp&P Group, Llc
  Virginia Beach, VA
• 07/2021 → Present
  Lpl Financial Llc
  Virginia Beach, VA

Previous Registrations

• 1997-05-23 → 2021-07-21
  Waddell & Reed
  Virginia Beach, VA
  Virginia Beach, VA
  Charleroi, PA
  Virginia Beach, VA

Other Businesses

1. 07/09/2021 - Coastal Virginia Wealth Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/20/2021 2. 07/09/2021 - DNP&P Group, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 07/11/2019 - Time Spent 1% 3. 07/09/2021 - Non-Variable Insurance Trails Only - Investment Related - Mutual of Omaha Plaza, Omaha, NE, 68175 - Start Date 01/2010 - Time Spent 12% 4. 07/09/2021 - Rose Tedesco Trust - Act in a Fiduciary Capacity - Trustee - Investment Related - Jersey City, NJ - Start Date 08/2000 - Time Spent 1% 5. 08/06/2021 - COVA Wealth Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/20/2021 6. 08/26/2021 - TEDESCO REVTR# 1 PATRICK TEDESCO & CECILE W TEDESCO TTEE - Act in a Fiduciary Capacity - Trustee - Not Investment Related - Home Based - Start Date 9/29/2000 - 0 Hours Per Month/ During Trading 7. 11/15/2023 - Treestar, LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 10/10/2023 - 1 Hour Per Month/ 0 Hours During Trading 8. 10/31/2024 - TED Group, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 07/12/2024 - 1 Hour Per Month/ During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-12-16
• S63 Uniform Securities Agent State Law Examination
  1984-04-06

Designations

• Certified Financial Planner

Other Names

• Pat Tedesco