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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-10 |
| OH | RA | APPROVED | 2025-07-11 |
Branch Locations
6728 Loop Road Suite 103, Centerville, OH 45459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-11 |
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