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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2025-12-01 |
Branch Locations
24 Frank Lloyd Wright Drive Suite L-4000, Ann Arbor, MI 48105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Enterprise Llc | Ann Arbor | MI | 10/2025 | Present |
| C&U Americas | Plymouth | MI | 09/2022 | 06/2025 |
| Unemployed | Hillsdale | MI | 06/2025 | 10/2025 |
| Unemployed | Detroit | MI | 04/2020 | 09/2022 |
| Robert Bosch | Plymouth | MI | 05/2018 | 04/2020 |
| Oakland Hills Country Club | Bloomfield | MI | 05/2017 | 02/2018 |
| Dick's Sporting Goods | Bloomfield | MI | 10/2015 | 05/2017 |
| Wayne State University | Detroit | MI | 09/2014 | 05/2018 |
1) 10/10/2025 - Joseph Biscaro N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Start Date 10/08/2025 - Hillsdale, MI - 160 hrs/mth | 160 hrs during trading. 2) 10/10/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Start Date 10/08/2025 - Hillsdale, MI - 160 hrs/mth | 160 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-01 |
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