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Marcellus Gephart

LPl Enterprise, LLC

Camp Hill, PA

CRD 8024215

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Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-25
  • PA RA
    APPROVED
    Since 2025-03-25

Branch Locations

150 Corporate Center Drive Suite 105, Camp Hill, PA 17011 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Enterprise Camp Hill PA 01/2025 Present
Jersey Mike's Subs Harrisburg PA 06/2023 11/2024
Fleming's Sub Base Harrisburg PA 05/2021 05/2023
Hersheypark Hershey PA 04/2020 04/2021
Full-Time Education Harrisburg PA 12/2013 03/2020
  • 01/2025 → Present
    Lpl Enterprise
    Camp Hill, PA
  • 06/2023 → 11/2024
    Jersey Mike's Subs
    Harrisburg, PA
  • 05/2021 → 05/2023
    Fleming's Sub Base
    Harrisburg, PA
  • 04/2020 → 04/2021
    Hersheypark
    Hershey, PA
  • 12/2013 → 03/2020
    Full-Time Education
    Harrisburg, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-22
  • S66 Uniform Combined State Law Examination
    2025-03-22

View on SEC IAPD

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