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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-18 |
| GA | RA | APPROVED | 2024-11-14 |
| OK | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
3343 Peachtree Road, N.E. Suite 700, Atlanta, GA 30326 • United States
5547 Veterans Parkway Suite 223, Columbus, GA 31904 • 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 |
|---|---|---|---|---|
| Pruco Securities, Llc. | Atlanta | GA | 11/2004 | 11/2024 |
| Prudential Insurance Company Of America | Atlanta | GA | 11/2004 | Present |
| Lpl Enterprise, Llc | Santa Rosa Beach | FL | 11/2024 | Present |
Berkshire Life Ins Co Of Amer|The Guardian Life Ins Co|The Guardian Ins & Annuity Co
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-06 |
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