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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | East Brunswick | NJ | 07/2010 | Present |
| Pruco Securities, Llc. | East Brunswick | NJ | 07/2010 | 11/2024 |
| Lpl Enterprise, Llc | East Brunswick | NJ | 11/2024 | Present |
Martin Ins Group~259 Prospect Plains Road Building F, Cranbury, NJ 08512~Health Ins/Group Benefits~N~Ind Ins Agent~01/08~2 hrs/mo~2 trading hrs/mo POINT PLEASANT PIRATES YOUTH FOOTBALL AND CHEER POSITION: Youth Coach NATURE: Non-Profit and Charitable Organization INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 10/23/2023 ADDRESS: PO Box 881, Point Pleasant NJ 08742, United States DESCRIPTION: Youth Coaching
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-31 |
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