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LPl Enterprise, LLC CRD 8733
$24.9B regulatory AUM 12,118 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-14 |
| FL | RA | APPROVED | 2024-11-18 |
Branch Locations
701 San Marco Blvd Suite 7100, Jacksonville, FL 32207 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Jacksonville | FL | 07/1988 | Present |
| Pruco Securities, Llc. | Jacksonville | FL | 07/1988 | 11/2024 |
| Lpl Enterprise, Llc | Jacksonville | FL | 11/2024 | Present |
1) 11/14/2024-Rental Property-Owner-Real Estate Rental-Inv related-At Jacksonville Beach, FL-Start date 04/01/1993-5hrs/mth-0hrs/mth during trading 2) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-01-26 |
| S65 | Uniform Investment Adviser Law Examination | 2000-12-12 |
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