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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-21 |
Branch Locations
22 Coates Street Suite 2D, Medford, NJ 08055 • United States
101 Crawfords Corner Rd Suite 2409, Holmdel, NJ 07733 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brokers International Financial Services, Llc | Medford | NJ | 09/2017 | 09/2024 |
| Beautiful Mountain Group | Medford | NJ | 03/2017 | 09/2024 |
| Pruco Securities, Llc | East Brunswick | NJ | 09/2024 | 11/2024 |
| The Prudential Insurance Co. Of America | East Brunswick | NJ | 09/2024 | Present |
| Lpl Enterprise, Llc | Medford | NJ | 11/2024 | Present |
| Allstate Insurance Co | Feasterville | PA | 09/2003 | 04/2017 |
1) 08/14/2025-Beautiful Mountain Group-Principal-Non-Variable Insurance/Insurance Agency-Inv related-At Medford, NJ-Start date 05/09/2025-3hrs/mth-1hrs/mth during trading 2) 08/07/2025-Beautiful Mountain Group LLC-Principal-Property and Casualty-Inv related-At Medford, NJ-Start date 09/09/2016-4hrs/mth-3hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-10-24 |
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