Elisa Verna-Caspare

Current Employers

Employment History

• 05/2013 → 06/2017
  Jpmorgan Securities Llc
  Syosset, NY
• 06/2017 → Present
  Lpl Financial, Llc
  Huntington, NY
• 05/2017 → Present
  The Pinnacle Financial Group
  Huntington, NY

Previous Registrations

• 2013-05-23 → 2017-06-22
  J.P. Morgan Securities Llc
  Syosset, NY
  Syosset, NY
  Syosset, NY
• 2008-05-27 → 2013-05-16
  Lpl Financial Llc
  Wading River, NY
  Rocky Point, NY
  Jamaica, NY
  Franklin Square, NY
  Whitestone, NY
• 2003-07-18 → 2008-05-27
  Ifmg Securities, Inc.
  Rocky Pt., NY
  Rocky Point, NY
  Wading River, NY

Other Businesses

1.06/06/2017 - THE PINNACLE FINANCIAL GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 95%/ HUNTINGTON, NY 2.06/06/2017 - ELISA VERNA-CASPARE/ NON-VARIABLE INSURANCE/ 5%/ HUNTINGTON, NY 3. 01/11/2018 - The Pinnacle Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 05/15/2017 - 120 Hours Per Month / 6 Hours During Trading - 95% Time Spent - I provide investment advisory services through The Pinnacle Financial Group, an independent investment advisor firm. I started this business activity on 1/11/2018. I expect to spend approximately 120 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4). 10/3/2018 - Elisa Verna Caspare Wealth Strategies, Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date:08/24/2018 - 120 Hours Per Month/120 Hours During Trading. 5). 11/19/2018 - MERZ - Invest Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 11/08/2018 - 10 hours/month - 10 hours during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-06-09
• S63 Uniform Securities Agent State Law Examination
  1999-11-29

Other Names

• Elisa Verna
• Verna Caspare
• Lisa Caspare
• Elisa Marie Caspare
• Elisa Verna Caspare