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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 |
|---|---|---|---|
| WV | RA | APPROVED | 2025-04-24 |
Branch Locations
10 Island Ave. Suite 4, Buckhannon, WV 26201 • United States
11 Middletown Road, White Hall, WV 26554 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Morgantown | WV | 01/2016 | 11/2016 |
| Not Employed | Fairmont | WV | 11/2016 | 12/2017 |
| Nationwide Insurance | Farimount | WV | 01/2018 | 02/2019 |
| Prudential Insurance Company Of America | Fairmont | WV | 02/2019 | 02/2023 |
| Pruco Securities, Llc. | Fairmont | WV | 02/2019 | 02/2023 |
| Ameriprise Financial Services | Bridgeport | WV | 02/2023 | 02/2023 |
| Ameriprise Financial Services, Llc | Bridgeport | WV | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Bridgeport | WV | 02/2023 | 04/2025 |
| Lpl Enterprise | Bridgeport | WV | 04/2025 | Present |
1. 02/24/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - Fairmont, WV - Start Date 02/24/2025 - 160hrs/MTH 2. 02/24/2025 - N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Inv Related - Fairmont, WV - Start Date 02/24/2025 - 160hrs/MTH 3. 05/01/2025- Wild & Wonderful Wealth Partners-President-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 04/29/2025-160hrs/mth-40hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-16 |
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