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Yovita Wihardi

LPl Enterprise, LLC

Houston, TX

CRD 8177518

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Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-11
  • TX RA
    APPROVED
    Since 2026-03-11

Branch Locations

1233 West Loop South Suite 1100, Houston, TX 77027 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Enterprise Llc Houston TX 11/2025 Present
Unemployed Katy TX 08/2023 10/2025
Unemployed Arvada CO 08/2016 07/2023
Unemployed Jakarta 10/2015 07/2016
  • 11/2025 → Present
    Houston, TX
  • 08/2023 → 10/2025
    Unemployed
    Katy, TX
  • 08/2016 → 07/2023
    Unemployed
    Arvada, CO
  • 10/2015 → 07/2016
    Unemployed
    Jakarta
Other Businesses

1. 10/15/2025 - Yovita Wihardi N/A Non Variable Insurance - Non-Variable Insurance/Insurance Agency - Katy, TX - INV REL - Start Date: 10/13/2025 - 160 Hrs/Mth - 160 Hrs During Trading 2. 10/15/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Katy, TX - INV REL - Start Date: 10/13/2025 - 160 Hrs/Mth - 160 Hrs During Trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-12-09
S65 Uniform Investment Adviser Law Examination 2024-10-31
  • S63 Uniform Securities Agent State Law Examination
    2024-12-09
  • S65 Uniform Investment Adviser Law Examination
    2024-10-31

View on SEC IAPD

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