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Dennis Joseph Beaumont

LPl Enterprise, LLC

Medford, NJ

Holmdel, NJ

CRD 2777189

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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
NJ RA APPROVED 2026-08-21
  • NJ RA
    APPROVED
    Since 2026-08-21

Branch Locations

22 Coates Street Suite 2D, Medford, NJ 08055 • United States

101 Crawfords Corner Rd Suite 2409, Holmdel, NJ 07733 • 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
Brokers International Financial Services, Llc Medford NJ 09/2017 09/2024
Beautiful Mountain Group Medford NJ 03/2017 09/2024
Pruco Securities, Llc East Brunswick NJ 09/2024 11/2024
The Prudential Insurance Co. Of America East Brunswick NJ 09/2024 Present
Lpl Enterprise, Llc Medford NJ 11/2024 Present
Allstate Insurance Co Feasterville PA 09/2003 04/2017
  • 09/2017 → 09/2024
    Brokers International Financial Services, Llc
    Medford, NJ
  • 03/2017 → 09/2024
    Beautiful Mountain Group
    Medford, NJ
  • 09/2024 → 11/2024
    Pruco Securities, Llc
    East Brunswick, NJ
  • 09/2024 → Present
    The Prudential Insurance Co. Of America
    East Brunswick, NJ
  • 11/2024 → Present
    Medford, NJ
  • 09/2003 → 04/2017
    Allstate Insurance Co
    Feasterville, PA
Other Businesses

1) 08/14/2025-Beautiful Mountain Group-Principal-Non-Variable Insurance/Insurance Agency-Inv related-At Medford, NJ-Start date 05/09/2025-3hrs/mth-1hrs/mth during trading 2) 08/07/2025-Beautiful Mountain Group LLC-Principal-Property and Casualty-Inv related-At Medford, NJ-Start date 09/09/2016-4hrs/mth-3hrs/mth during trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-10-24
  • S63 Uniform Securities Agent State Law Examination
    1996-10-24
Designations
  • Certified Financial Planner

View on SEC IAPD

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