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Ediberto Romero Bonilla

LPl Enterprise, LLC

Forest Hills, NY

Hempstead, NY

CRD 8029062

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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 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

68-60 Austin St. Suite 305, Forest Hills, NY 11375 • United States

Hempstead, NY • 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
Lpl Enterprise Queens NY 01/2025 Present
Ups Uniondale NY 09/2015 Present
  • 01/2025 → Present
    Lpl Enterprise
    Queens, NY
  • 09/2015 → Present
    Ups
    Uniondale, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-16
  • S66 Uniform Combined State Law Examination
    2024-12-16
Other Names
  • Edilberto Romero

View on SEC IAPD

Nearby Firms

ACORN CAPITAL PARTNERS, LLC
LPL FINANCIAL LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

THOMAS JAMES HORAN
Matthew Ryan Seymour
CRAIG ADAM BERGEN

Nearby Offices

ACORN CAPITAL PARTNERS, LLC · FOREST HILLS, NY
LPL FINANCIAL LLC · FOREST HILLS, NY
LPL FINANCIAL LLC · FOREST HILLS, NY

More in Forest Hills, NY

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