Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-11-14 |
Branch Locations
101 Crawfords Corner Rd Suite 2409, Holmdel, NJ 07733 • United States
101 Crawfords Corner Rd Ste 2409, Holmdel, NJ 07733 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Wells Fargo & Co. | Radnor | PA | 04/2016 | 07/2018 |
| Citizens Securities Inc. | Ft Washington | PA | 07/2018 | 01/2020 |
| Citizens Bank | Ft Washington | PA | 07/2018 | 01/2020 |
| Clarfeld Financial Advisors, Llc | Ft Washington | PA | 08/2019 | 11/2023 |
| Sharp Wealth Advisory, Llc | Horsham | PA | 11/2023 | 07/2024 |
| J. Alden Associates, Inc. | Wayne | PA | 02/2024 | 07/2024 |
| Pruco Securities Llc. | Marlton | NJ | 09/2024 | 11/2024 |
| The Prudential Insurance Company Of America | Marlton | NJ | 09/2024 | Present |
| Lpl Enterprise, Llc | Marlton | NJ | 11/2024 | Present |
1) 01/27/2025 - 26th Street Advisors, LLC - DBA for LPL Business (entity for LPL business) - INV Related - At reported business location(s) - Start Date 01/13/2025 - 160hrs/mth - 160hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-12 |
| S65 | Uniform Investment Adviser Law Examination | 2012-03-01 |
Reach out to this advisor