Mary Kay Fiorenzo

Current Employers

Employment History

• 05/2003 → Present
  Lpl Financial Llc
  Erie, PA

Other Businesses

1. 03/23/2006 - NO BUSINESS NAME - INV REL - ACT IN A FIDUCIARY CAPACITY - 1% TIME SPENT - DOLORES F. MENTLEY, MOTHER 2. 07/15/2008 - LEGACY FINANCIAL CONSULTING SERVICES - INV REL -NON-VARIABLE INSURANCE - 5% TIME SPENT - FIXED INSURANCE BUSINESS/LONGTERM CARE 3. 07/25/2011 - LEGACY FINANCIAL CONSULTING SERVICES - IVN REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 4. 1/16/2020 - No Business Name - Investment Related - Nashville, TN 37206 - Real Estate Rental - Started 02/01/2020 - 2 Hours Per Month/0 Hours During Securities Trading - Purchasing a property in Nashville. It is currently rented and will continue to be. 5. 12/3/2021 - Fiologistic LLC - Not Investment Related - Home Based - Fiologistic LLC - Business Entity For Tax/Investment Purposes Only - Started 11/07/2021 - 1 Hour Per Month/0 Hours During Securities Trading - Single LLC being formed to accept distributions from Kosar Family Trucking LLC. 6. 12/3/2021 - Kosar Family Trucking LLC - Not Investment Related - Home Based - Other-Business Owner - Started 11/07/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 7. 1/26/2023 - Fiorenzo Investments, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 01/01/2023 - 0 Hours Per Month/0 Hours During Securities Trading 8) 03/05/2025 - Momentum Wealth Partners - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:02/28/2025 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-12-01
• S63 Uniform Securities Agent State Law Examination
  1992-01-29

Other Names

• Mary K Mentley
• Mary K Fiorenzo