Best Investors Account Sign in

Jerry Lee Rude

LPl Enterprise, LLC

Centerville, OH

CRD 8112451

Claim This Profile
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
TX RA APPROVED 2025-09-10
OH RA APPROVED 2025-07-11
  • TX RA
    APPROVED
    Since 2025-09-10
  • OH RA
    APPROVED
    Since 2025-07-11

Branch Locations

6728 Loop Road Suite 103, Centerville, OH 45459 • 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
Ulteig Engineers, Inc Huber Heights OH 11/2022 05/2025
Woolpert Dayton OH 03/2017 11/2022
Best Buy Springfield OH 04/2013 09/2017
Lpl Enterprise Llc Columbus OH 06/2025 Present
  • 11/2022 → 05/2025
    Ulteig Engineers, Inc
    Huber Heights, OH
  • 03/2017 → 11/2022
    Woolpert
    Dayton, OH
  • 04/2013 → 09/2017
    Best Buy
    Springfield, OH
  • 06/2025 → Present
    Columbus, OH
Other Businesses

1) 06/03/2025-Jerry Rude-Financial Professional-Non-Variable Insurance/Insurance Agency-Inv related-At Dayton, OH-Start date 06/03/2025-160hrs/mth-160hrs/mth during trading 2) 06/03/2025-Prudential Advisors-Financial Professional-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 06/03/2025-160hrs/mth-160hrs/mth during trading 3) 08/27/2025-The Whitetail Detail-Owner/Creator/Author-Author-Not inv related-At Dayton, OH- Start date 06/01/2023-8hrs/mth-0hrs/mth during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-11
  • S66 Uniform Combined State Law Examination
    2025-07-11

View on SEC IAPD

More in Centerville, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor