David Martin Forgione

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2024 → 08/2024
  Pruco Securities Llc
  Miami, FL
• 02/2021 → Present
  Pmc - Parking Management Company
  Miami, FL
• 09/2022 → 03/2023
  Veryable
  Miami, FL
• 12/2021 → 08/2022
  Vip Rental Usa
  Miami, FL
• 03/2021 → 12/2021
  Duffy's Sports Bar
  Miami, FL
• 09/2019 → 03/2021
  Lime Fresh Mexican Grill
  Miami, FL
• 09/2015 → 07/2019
  Enterprise Rent A Car
  Miami, FL
• 03/2026 → Present
  Lpl Enterprise Llc
  Palmetto Bay, FL

Other Businesses

1. 2/13/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - Miami FL - OBA Start date: 02/11/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading 2. 2/13/2026 - DAVID FORGIONE N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Investment Related - Miami FL - OBA Start date: 02/11/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading 3. 2/13/2026 - N/A - Property and Casualty - Investment Related - Miami FL - OBA Start Date: 03/28/2024 - 0 Hour(s)/Month - 0 Hour(s) During Trading 4. 2.13.2026 - Parking Management Company - Outside/W-2 Employment - Not investment Related - Miami Beach FL - OBA Start date: 03/01/2022 - 160 Hour(s)/Month - 160 Hour(s) During Trading

Exams

• S66 Uniform Combined State Law Examination
  2025-09-29

Other Names

• David Forgione