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Peter John Bodnar

LPl Enterprise, LLC

Mount Sinai, NY

Melville, NY

CRD 7935406

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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:

Current Employers
Lpl Enterprise, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-25
  • NY RA
    APPROVED
    Since 2025-03-25

Branch Locations

Mount Sinai, NY • United States

445 Broadhollow Road Suite 405, Melville, NY 11747 • 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
Pruco Securities Llc Forest Hills NY 04/2024 Present
Gamestop Rocky Point NY 11/2022 01/2024
Td Bank Mount Sinai NY 10/2021 01/2022
Saint Joseph's University Patchogue NY 01/2022 11/2022
Suffolk County Community College Selden NY 09/2018 12/2021
Buffalo Wild Wings Miller Place NY 10/2016 12/2017
Unemployed Mount Sinai NY 01/2018 08/2018
Unemployed Mount Sinai NY 10/2015 09/2016
Unemployed Mount Sinai NY 02/2024 03/2024
Lpl Enterprise Fort Mill SC 12/2024 Present
  • 04/2024 → Present
    Pruco Securities Llc
    Forest Hills, NY
  • 11/2022 → 01/2024
    Gamestop
    Rocky Point, NY
  • 10/2021 → 01/2022
    Td Bank
    Mount Sinai, NY
  • 01/2022 → 11/2022
    Saint Joseph's University
    Patchogue, NY
  • 09/2018 → 12/2021
    Suffolk County Community College
    Selden, NY
  • 10/2016 → 12/2017
    Buffalo Wild Wings
    Miller Place, NY
  • 01/2018 → 08/2018
    Unemployed
    Mount Sinai, NY
  • 10/2015 → 09/2016
    Unemployed
    Mount Sinai, NY
  • 02/2024 → 03/2024
    Unemployed
    Mount Sinai, NY
  • 12/2024 → Present
    Lpl Enterprise
    Fort Mill, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-19
  • S66 Uniform Combined State Law Examination
    2025-03-19

View on SEC IAPD

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