Theophilus Danso Baidoo

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

• 03/2024 → 04/2025
  New York Life Insurance Company
  Charlotte, NC
• 06/2020 → 03/2024
  Waffle House, Inc.
  Charlotte, NC
• 06/2015 → 06/2020
  Johnson & Wales University
  Charlotte, NC
• 01/2025 → 04/2025
  Nylife Securities Llc
  Charlotte, NC
• 09/2025 → Present
  Lpl Enterprise Llc
  North Bethesda, MD
• 04/2025 → 09/2025
  Unemployed
  North Bethesda, MD

Other Businesses

1) 01/30/2026-Admiral Security Services-Security Officer-Outside/W-2 Employment-Not inv related-At Bethesda, MD-Start date 02/05/2025-160hrs/mth-0hrs/mth during trading 2) 04/20/2026-Capital Equities Advisors-Principal-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 08/20/2025-160hrs/mth-160hrs/mth during trading 3) 04/20/2026-Capital Equities Advisors-Principal-Non-Variable Insurance/Insurance Agency-Inv related-At Rockville, MD-Start date 08/20/2025-160hrs/mth-160hrs/mth during trading 4) 04/20/2026-N/A Non-Variable Insurance-Financial Professional-Non-Variable Insurance/Insurance Agency-Inv related-At Rockville, MD-Start date 09/02/2025-160hrs/mth-160hrs/mth during trading 5) 04/20/2026-Prudential Advisors-Financial Professional-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 09/02/2025-160hrs/mth-160hrs/mth during trading 6) 05/04/2026-Capital Equities Retirement Advisors-Principal-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 08/20/2025-160hrs/mth-160hrs/mth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-25
• S63 Uniform Securities Agent State Law Examination
  2025-03-28

Other Names

• Theophilus Danso Baidoo