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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 |
|---|---|---|---|
| TN | RA | APPROVED | 2025-06-02 |
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 |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | GA | 01/2013 | 02/2018 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 02/2018 |
| Principal Life Insurance Company | Germantown | TN | 02/2018 | 03/2023 |
| Principal Securities Inc | Germantown | TN | 02/2018 | 03/2023 |
| Lpl Financial Llc | Memphis | TN | 03/2023 | 01/2025 |
| First South Financial Cu | Memphis | TN | 03/2023 | 01/2025 |
| Lpl Enterprise Llc | Franklin | TN | 05/2025 | Present |
| Unemployed | Memphis | TN | 02/2025 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-18 |
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