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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-22 |
Branch Locations
2700 Kelly Road Suite 100D, Warrington, PA 18976 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-13 |
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