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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-14 |
Branch Locations
3366 Park Avenue Suite 213, Wantagh, NY 11793 • United States
445 Broadhollow Road Suite 405, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Levittown | NY | 06/1991 | 11/2024 |
| Lpl Enterprise, Llc | Wantagh | NY | 11/2024 | Present |
1) 10/02/2024 - Dick Furnari Insurance Agency - P&C Only - Property and Casualty - inv related - Wantagh, NY - start date 06/01/2023 - 10 hrs/mth - 0 during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-07-31 |
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