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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 | 2026-05-15 |
Branch Locations
135 Us Highway 202/206 Suite 3, Bedminster, NJ 07921 • United States
River Vale, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Enterprise Llc | Basking Ridge | NJ | 05/2025 | Present |
| Wegmans Food Markets | Montvale | NJ | 06/2022 | Present |
| Holdrum Middle School | River Vale | NJ | 05/2015 | 06/2017 |
| Pascack Valley High School | Hillsdale | NJ | 06/2017 | 06/2021 |
| Bergen Community College | Paramus | NJ | 06/2021 | Present |
1. 04/22/2025 - Wegmans Food Markets - Outside/W-2 Employment - Non Inv Related - Montvale, NJ - Start Date 06/10/2022 - 80hrs/MTH 2. 04/22/2025-Peter Issackedes-Financial Professional-Non-Variable Insurance/Insurance Agency-Inv related-At River Vale, NJ-Start date 04/22/2025-160hrs/mth-160hrs/mth during trading 3. 04/22/2025-Prudential Advisors-Financial Professional-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 04/22/2025-160hrs/mth-160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-14 |
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