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LPl Financial LLC CRD 6413
$819B regulatory AUM 209,600 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 |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
2100 Nw Courtyard Cir, Port St. Lucie, FL 34986 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc | Cincinnati | OH | 06/2005 | 03/2020 |
| Raymond James Financial Services Advisors, Inc | Cincinnati | OH | 01/2009 | 03/2020 |
| First Financial Bank | West Chester | OH | 12/2009 | 03/2020 |
| Unemployed | Hamilton | OH | 03/2020 | 08/2020 |
| Equitable Advisors Llc | New York | NY | 08/2020 | 05/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 05/2022 | 02/2023 |
| Unemployed | Hutichinson Island | FL | 02/2023 | 08/2023 |
| Td Bank N.A. | West Palm Beach | FL | 08/2023 | 09/2024 |
| Td Private Client Wealth Llc | West Palm Beach | FL | 08/2023 | 09/2024 |
| Ithink Financial Cu | Port St Lucie | FL | 07/2025 | Present |
| Lpl Financial Llc | Port St Lucie | FL | 07/2025 | Present |
| Unemployed | Fort Pierce | FL | 09/2024 | 07/2025 |
1) 07/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name iTHINK Wealth Management / Inv Related / At reported business location (s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-06 |
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