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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-14 |
Branch Locations
Porter Ranch, CA • United States
15303 Ventura Boulevard Suite 1550, Sherman Oaks, CA 91403 • 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 |
|---|---|---|---|---|
| Farmers Insurance Group | Granada Hills | CA | 10/2007 | 12/2023 |
| Farmers Financial Solutions | Mission Hills | CA | 08/2013 | 12/2023 |
| The Prudential Insurance Co. Of America | Sherman Oaks | CA | 03/2024 | Present |
| Pruco Securities, Llc | Sherman Oaks | CA | 03/2024 | 11/2024 |
| Jason Edmond Insurance Agency | Northridge | CA | 10/2007 | 03/2024 |
| The Prudential Insurance Co. Of America | Porter Ranch | CA | 06/2024 | Present |
| Lpl Enterprise, Llc | Sherman Oaks | CA | 11/2024 | Present |
1) 11/14/2024- Jason Edmond Insurance Agency- Non-Variable Insurance- Health Insurance Sales- INV Related- Sherman Oaks, CA- Start Date 01/01/2007- 5hrs/mth- 2hrs during trading 2) 11/14/2024- Jason Edmond Insurance Agency- Property and Casualty- Property & Casualty Insurance Sales & Service- INV Related- Sherman Oaks, CA- Start Date 01/01/2007- 60hrs/mth- 40hrs during trading 3) 12/05/2025-Lifetime Navigators-Consultant-Other-Inv Related-At Porter Ranch, CA-Start date 11/19/2025-10hrs/mth-5hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-17 |
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