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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 | 2025-10-06 |
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 |
|---|---|---|---|---|
| New York Life | Horsham | PA | 01/2022 | 11/2022 |
| Greasebusters Of Central Pa & Pittsburgh | Perkasie | PA | 09/2016 | 11/2021 |
| Nylife Securities Llc. | Horsham | PA | 07/2022 | 11/2022 |
| Massmutual Life Insurance Company | Center Valley | PA | 11/2022 | 10/2025 |
| Mml Investors Services, Llc | Center Valley | PA | 02/2023 | 10/2025 |
| Lpl Enterprise Llc | Warrington | PA | 10/2025 | Present |
1. 09/25/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Perkasie, PA - Start Date 09/08/2025 - 160 HRS/MO | 160 HRS/MO DURING TRADING 2. 09/25/2025 - BRADLEY SNYDER N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Perkasie, PA - Start Date 09/08/2025 - 160 HRS/MO | 160 HRS/MO DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-06 |
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