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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-30 |
Branch Locations
3333 Michelson Drive Suite 820, Irvine, CA 92612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Class Pizza | Fountain Valley | CA | 04/2015 | Present |
| Lpl Enterprise Llc | Irvine | CA | 04/2026 | Present |
1. 04/24/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Huntington Beach CA - Inv Related - OBA Start Date: 04/23/2026- 160 Hour(s)/Month - 160 Hour(s) During Trading" 2. 04/24/2026 - TRENT SIEVERS N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Huntington Beach CA - Inv Related - OBA Start Date: 04/23/2026- 160 Hour(s)/Month - 160 Hour(s) During Trading" 3.04/24/2026 - First Class Pizza- Outside/W-2 Employment- Fountain Valley CA -Not Inv Related - OBA Start Date: 04/24/2015- 120 Hour(s)/Month - 60 Hour(s) During Trading"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-30 |
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