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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 |
Branch Locations
5110 S. Florida Ave. Suite 106, Lakeland, FL 33813 • United States
5331 Commercial Way Suite 208, Spring Hill, FL 34607 • 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 |
|---|---|---|---|---|
| Kimberly Brust Insurance Agency | Hudson | FL | 04/2006 | 08/2018 |
| Tim Holladay Insurance Agency | New Port Richey | FL | 03/2012 | 08/2018 |
| State Farm Vp Management Corp. | New Port Richey | FL | 04/2012 | 08/2018 |
| Prudential Insurance Company Of America | Spring Hill | FL | 09/2018 | Present |
| Pruco Securities, Llc. | Spring Hill | FL | 09/2018 | 11/2024 |
| Lpl Enterprise, Llc | Spring Hill | FL | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-01-10 |
| S65 | Uniform Investment Adviser Law Examination | 2019-02-18 |
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