Davindra Itwaru

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 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 Financial Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-04-17

NY RA
APPROVED

Since 2026-04-17

Branch Locations

6740 Route 9, Rhinebeck, NY 12572 • 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

Organization	City	State	From	To
Hudson Valley Federal Credit Union	Rhinebeck	NY	02/2025	Present
Northwestern Mutual	Stamford	CT	02/2024	01/2025
Unemployed	Lagrangeville	NY	05/2023	02/2024
First Republic Bank	Scarsdale	NY	05/2021	05/2023
Unemployed	Lagrangeville	NY	10/2020	05/2021
Ibm Manpower	Poughkeepsie	NY	09/2018	10/2020
Unemployed	Lagrange	NY	02/2018	08/2018
Dch Wappingers Toyota	Wappingers Falls	NY	05/2017	02/2018
Unemployed	Lagrange	NY	06/2016	04/2017
Lpl Financial Llc	Rhinebeck	NY	05/2025	Present

02/2025 → Present

Hudson Valley Federal Credit Union

Rhinebeck, NY
02/2024 → 01/2025

Northwestern Mutual

Stamford, CT
05/2023 → 02/2024

Unemployed

Lagrangeville, NY
05/2021 → 05/2023

First Republic Bank

Scarsdale, NY
10/2020 → 05/2021

Unemployed

Lagrangeville, NY
09/2018 → 10/2020

Ibm Manpower

Poughkeepsie, NY
02/2018 → 08/2018

Unemployed

Lagrange, NY
05/2017 → 02/2018

Dch Wappingers Toyota

Wappingers Falls, NY
06/2016 → 04/2017

Unemployed

Lagrange, NY
05/2025 → Present

Lpl Financial Llc

Rhinebeck, NY

Other Businesses

1. 03/26/2025- HVFCU Financial Services- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 2. 03/26/2025- Hudson Valley Credit Union- Financial Institution Duty- New York 12572- Inv Rel- 200 Hrs Per Mnth- 40 Hrs During Trading- Start Date 03/21/2025

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-04-16

S66 Uniform Combined State Law Examination

2026-04-16

View on SEC IAPD