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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 | 2024-10-21 |
| FL | RA | APPROVED | 2024-09-27 |
| SC | RA | APPROVED | 2024-09-26 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Company | St Petersburg | FL | 04/1988 | 12/2016 |
| Rodan And Fields | Tampa | FL | 10/2013 | 02/2018 |
| The Prudential Insurance Company Of America | Tampa | FL | 02/2018 | 03/2021 |
| Pruco Securities, Llc | Tampa | FL | 02/2018 | 03/2021 |
| Pruco Securities Llc | Tampa | FL | 07/2022 | 09/2024 |
| Clearpath Advisory Group | Tampa | FL | 07/2022 | 10/2022 |
| American Integrity | Tampa | FL | 03/2021 | 07/2022 |
| The Prudential Insurance Company Of America | Tampa | FL | 10/2022 | 09/2024 |
| Lpl Enterprise, Llc | Fort Mill | SC | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-28 |
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