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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 | 2024-11-14 |
Branch Locations
2700 Kelly Road Suite 100D, Warrington, PA 18976 • 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 |
|---|---|---|---|---|
| Pruco Securities Llc | Warrington | PA | 03/2024 | 11/2024 |
| Pocono Mountain West High School | Mount Pocono | PA | 01/2014 | 06/2018 |
| Unemployed | Tobyhanna | PA | 06/2018 | 12/2018 |
| Kalahari Resorts | Pocono Manor | PA | 12/2018 | 02/2020 |
| Northampton Community College | Tannersville | PA | 01/2019 | 08/2020 |
| Kutztown University | Kutztown | PA | 08/2020 | 01/2023 |
| Chewy Inc | Jessup | PA | 01/2023 | 03/2024 |
| Lendmark Financial | Stroudsburg | PA | 06/2022 | 08/2022 |
| American Tire Distributors | Blakeslee | PA | 06/2020 | 01/2021 |
| Neovia Logistics | Tobyhanna | PA | 01/2023 | 05/2023 |
| The Prudential Insurance Company Of America | Warrington | PA | 08/2024 | Present |
| Lpl Enterprise, Llc | Warrington | PA | 11/2024 | Present |
1) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-08 |
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