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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 | 2026-08-06 |
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 |
|---|---|---|---|---|
| Blackrock | Wilmington | DE | 08/2021 | Present |
| Johnson & Johnson | Titusville | NJ | 01/2020 | 07/2020 |
| Amerisourcebergen | Conshohocken | PA | 08/2018 | 12/2018 |
| Patricia's Restaurant | Holmdel | NJ | 08/2016 | 08/2017 |
| St Josephs University | Philadelphia | PA | 08/2017 | 05/2021 |
| St John Vianney -- High School | Holmdel | NJ | 09/2013 | 06/2017 |
| Lpl Enterprise Llc | Warrington | PA | 04/2026 | Present |
1. 3/30/2026 - NICHOLAS ATTANASIO, N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Philadelphia PA - OBA Start date: 03/12/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading 2. 3/30/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Philadelphia PA - OBA Start date: 03/12/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading 3. 3/30/2026 - Nicholas Attanasio - Real Estate Rental - Not INV REL - Philadelphia PA - OBA Start date: 05/06/2023 - 10 Hour(s)/Month - 0 Hour(s) During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2026-07-18 |
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