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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 |
|---|---|---|---|
| MT | RA | APPROVED | 2026-04-29 |
| MN | RA | APPROVED | 2026-04-23 |
Branch Locations
600 Highway 169 Suite 1000, St Louis Park, MN 55426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Billings | MT | 08/2022 | 11/2025 |
| Damac Prooperties Llc | Dubai | 01/2017 | 08/2020 | |
| Nasser Bin Abdullatif Alserkal Real Estate | Dubai | 03/2012 | 01/2017 | |
| Unemployed | Billings | MT | 09/2020 | 07/2022 |
| Lpl Enterprise Llc | St Louis Park | MN | 03/2026 | Present |
| Zento Box Llc | Billings | MT | 12/2025 | Present |
1. 03/03/2026 - ZENITH BOLLENBACH, N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Billings, MT - OBA Start Date: 02/27/2026 2. 03/03/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Billings, MT - OBA Start Date: 02/27/2026 3. 03/03/2026 - St Thomas The Apostle Church - Non-profit volunteer (not on board) - Not Inv Related - 02 Hour(s)/Month - 00 Hour(s) During Trading - Billings, MT - OBA Start Date: 11/18/2022 4. 03/03/2026 - Zento Box LLC - Business Owner - Not Inv Related - 32 Hour(s)/Month - 00 Hour(s) During Trading - Billings, MT - OBA Start Date: 08/29/2025 5. 03/03/2026 - Primerica - Non-Variable Insurance - Inv Related - 60 Hour(s)/Month - 50 Hour(s) During Trading - Billings, MT - OBA Start Date: 01/12/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-23 |
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