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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-16 |
Branch Locations
101 Crawfords Corner Rd Suite 2409, Holmdel, NJ 07733 • 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 |
|---|---|---|---|---|
| Pnc Bank | Baltimore | MD | 09/2011 | 12/2017 |
| Bb&T Bank | Severna Park | MD | 01/2018 | 03/2019 |
| Truist Bank | Baltimore | MD | 03/2019 | 09/2022 |
| Truist Investment Services Inc. | Baltimore | MD | 09/2022 | 10/2023 |
| Truist Advisory Services Inc. | Baltimore | MD | 09/2022 | 10/2023 |
| Lpl Enterprise, Llc | East Brunswick | NJ | 06/2025 | Present |
| Unemployed | Cherry Hill | NJ | 10/2023 | 06/2025 |
1) 06/20/2025 - Prudential Advisors - Financial Professional - DBA for LPL Business (entity for LPL business) - at reported business location(s) - start date 06/20/2025 - investment related 2) 06/20/2025 - Non-Variable Insurance/Insurance Agency - Financial Professional - Cherry Hill, NJ - 160 HRS/Mth. - start date 06/20/2025 - investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-30 |
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