Daniel Grace

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

• 02/2024 → 11/2024
  Pruco Securities Llc
  St Louis, MO
• 03/2020 → 01/2024
  Nooter Construction
  Saint Louis, MO
• 05/2017 → 03/2020
  Victaulic Company
  Easton, PA
• 09/2016 → 05/2017
  Concrete Strategies Llc
  Saint Louis, MO
• 06/2015 → 09/2016
  Freeport Mcmoran Copper And Gold
  Safford, AZ
• 01/2024 → 02/2024
  Unemployed
  Saint Louis, MO
• 04/2024 → Present
  The Prudential Insurance Company Of America
  St Louis, MO
• 11/2024 → Present
  Lpl Enterprise, Llc
  St. Louis, MO

Previous Registrations

• 2024-04-17 → 2024-11-14
  Pruco Securities, Llc.
  St. Louis, MO

Other Businesses

1) 11/05/2024 - Grace Insurance - Selling group health insurance & Medicare supplements - Non-Variable Insurance - Inv Related - At ST. LOUIS, MO - Start Date 10/01/2024 - 5hrs/mth - 5hrs/mth During Trading

Exams

• S66 Uniform Combined State Law Examination
  2024-04-05