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LPl Financial LLC CRD 6413
$819B regulatory AUM 209,600 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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-15 |
| FL | RA | APPROVED | 2026-07-03 |
Branch Locations
1300 North Federal Hwy, Ste 101, Boca Raton, FL 33432 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1300 North Federal Hwy Ste 101, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2009 | 07/2026 |
| Lpl Financial Llc | Boca Raton | FL | 07/2026 | Present |
1. 6/2026 - Generations Wealth Advisors, LLC - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 7/7/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-24 |
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