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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 |
|---|---|---|---|
| TN | RA | APPROVED | 2026-02-17 |
Branch Locations
117 Seaboard Lane Ste E204, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc | Waverly | IA | 04/2022 | 05/2022 |
| Ascend Federal Credit Union | Tullahoma | TN | 10/2021 | 12/2023 |
| Ascend Federal Credit Union | Tullahoma | TN | 01/2021 | 10/2021 |
| Extended Family Care, Llc | Manchester | TN | 04/2019 | 01/2021 |
| Lpl Financial Llc | Tullahoma | TN | 05/2022 | 12/2023 |
| Mccay Wealth Advisory Llc | Manchester | TN | 12/2023 | 05/2025 |
| Lpl Financial Llc | Tullahoma | TN | 10/2022 | 12/2023 |
| Michael N. Bobo, Sole Proprietor Dba Common Cents Fp | Tullahoma | TN | 10/2025 | 02/2026 |
| Social Security Administration | Tullahoma | TN | 04/2016 | 04/2019 |
| Michael N. Bobo, Sole Proprietor | Tullahoma | TN | 11/2022 | 08/2025 |
| Unemployed | Tullahoma | TN | 05/2025 | 09/2025 |
| Lpl Enterprise Llc | Franklin | TN | 02/2026 | Present |
1. 2/11/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - Tullahoma TN - OBA Start date: 01/26/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading 2. 2/11/2026 - MICHAEL BOBO, N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Investment Related - Tullahoma TN - OBA Start date: 01/26/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading 3. 2/11/2026 - Common Cents FP - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Tullahoma TN - OBA Start date: 05/23/2025 - 0 Hour(s)/Month - 0 Hour(s) During Trading 4. 2/11/2026 - Notary - Notary - Investment Related - Tullahoma TN - OBA Start date: 11/01/2025 - 0 Hour(s)/Month - 0 Hour(s) During Trading 5. 2/11/2026 - North American Senior Benefits - Non-Variable Insurance - Investment Related - Tullahoma TN - OBA Start date: 09/01/2025 - 0 Hour(s)/Month - 0 Hour(s) During Trading 6. 05/19/2026 - Regal Movie Theatre - Outside/W-2 Employment - Not Investment Related - Tullahoma, TN - Start Date 05/23/2026 - 25 hours per month/ 0 hours during trading 7. 07/28/2026-Chic-Fil-A-Back of House Team Member-Outside/W-2 Employment-Not inv related-At Tullahoma, TN-Start date 07/27/2026-20hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-26 |
| S66 | Uniform Combined State Law Examination | 2022-10-14 |
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