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Steven Bradley Samlin

LPl Enterprise, LLC

Warrington, PA

CRD 2301388

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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
PA RA APPROVED 2026-06-22
  • PA RA
    APPROVED
    Since 2026-06-22

Branch Locations

2700 Kelly Road Suite 100D, Warrington, PA 18976 • 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
Farmers Insurance Group Jamison PA 09/2011 Present
Farmers Financial Solutions Westlake Villiage CA 04/2014 12/2025
Lpl Enterprise Llc Warrington PA 02/2026 Present
  • 09/2011 → Present
    Farmers Insurance Group
    Jamison, PA
  • 04/2014 → 12/2025
    Farmers Financial Solutions
    Westlake Villiage, CA
  • 02/2026 → Present
    Warrington, PA
Other Businesses

1. 2/23/2026 - STEVEN SAMLIN N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Investment Related - Jamison PA - OBA Start date: 02/23/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading 2. 2/23/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - Investment Related - Jamison PA - OBA Start date: 02/23/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading 3. 2/23/2026 - Steven Samlin - Non-Variable Insurance - Investment Related - Jamison PA - OBA Start date: 10/03/2011 - 4 Hour(s)/Month - 2 Hour(s) During Trading 4. 2/23/2026 - Steven Samlin - Property and Casualty - Investment Related - Jamison PA - OBA Start date: 10/03/2011 - 180 Hour(s)/Month - 130 Hour(s) During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-20
S63 Uniform Securities Agent State Law Examination 2014-08-13
  • S66 Uniform Combined State Law Examination
    2026-06-20
  • S63 Uniform Securities Agent State Law Examination
    2014-08-13

View on SEC IAPD

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