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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-06 |
| NC | RA | APPROVED | 2025-03-06 |
| PA | RA | APPROVED | 2025-03-06 |
| VA | RA | APPROVED | 2025-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scheinkman & Scheinkman | Dania Beach | FL | 11/1990 | Present |
| The Investment Center | Dania Beach | FL | 07/2000 | 03/2025 |
| Ic Advisory Services, Inc. | Dania Beach | FL | 06/2006 | Present |
| Lpl Financial Llc | Dania Beach | FL | 03/2025 | Present |
1. 03/06/2025- Martin Scheinkman Insurance- Non-Variable Insurance Commission Trails- INV Related- At Reported Business Location(s)- Start date 06/23/2000 2. 03/06/2025- Scheinkman & Scheinkman, Certified Public Accounts, PA- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 01/01/1991- 80 Hours Per Month- 80 Hours During Trading 3. 03/13/2025 - Scheinkman Investment Planning - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:02/20/2025 - 80 Hrs/Mth - 4 Hrs During Trading. 4. 02/17/2026 - Martin Scheinkman - Non-Variable Insurance - Insurance Agent - Investment Related - At Reported Business Location(s) - Start Date 12/01/2000 - 2 hours per month/ 1 hour during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-12-10 |
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