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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 | 2025-12-16 |
Branch Locations
2700 Kelly Road Suite 100D, Warrington, PA 18976 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Enterprise Llc | Warrington | PA | 10/2025 | Present |
| Urban Air | Collegeville | PA | 09/2020 | 11/2020 |
| Spring-Ford Middle School | Royersford | PA | 10/2015 | 09/2020 |
| Giovanni's And Sons Pizzeria | Royersford | PA | 12/2020 | 03/2021 |
| Doordash | Phoenixville | PA | 04/2021 | 08/2021 |
| Pennsylvania State University | State College | PA | 08/2021 | 07/2023 |
| Mclanahan's Downtown Market | State College | PA | 08/2023 | 03/2025 |
| Pennsylvania State University | State College | PA | 03/2025 | 05/2025 |
| Heidel Warren Sons Plumbing | Collegeville | PA | 05/2025 | 09/2025 |
1. 10/15/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Phoenixville, PA - Start Date 10/15/2025 - 160 HRS/MO | 160 HRS/MO DURING TRADING 2. 10/15/2025 - BRANDON NICOLO N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Phoenixville, PA - Start Date 10/15/2025 - 160 HRS/MO | 160 HRS/MO DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-16 |
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