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LPl Financial LLC CRD 6413
$819B regulatory AUM 209,600 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 | 2026-02-09 |
| CA | RA | APPROVED | 2026-02-06 |
Branch Locations
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 |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | San Diego | CA | 03/2012 | 02/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 02/2023 | 01/2026 |
| Bank Of America N.A. | San Diego | CA | 04/2023 | 01/2026 |
| Lpl Financial | San Diego | CA | 02/2026 | Present |
| Jfc Advisor Network | San Diego | CA | 02/2026 | Present |
1.08/13/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Kilmer Private Wealth LLC; Investment Related; at Reported Business Location(s); Start Date 07/29/2026; 160hrs/mth; 160hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-31 |
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