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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2026-08-03 |
Branch Locations
8888 Keystone Crossing Suite 500, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bison Financial Group | Lafayette | IN | 01/2024 | 04/2025 |
| Franciscan Health | Tinley Park | IL | 07/2022 | 08/2023 |
| Loven Oven Pizzeria | Lowell | IN | 06/2023 | 11/2023 |
| Full Time Education | Lowell | IN | 08/2016 | 05/2020 |
| Full Time Education | Muncie | IN | 08/2020 | 05/2021 |
| Purdue University | West Lafayette | IN | 08/2021 | 05/2025 |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 06/2025 | 02/2026 |
| Lpl Enterprise Llc | Indianapolis | IN | 03/2026 | Present |
1. 2/23/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - Indianapolis IN - OBA Start Date: 01/16/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading 2. 2/23/2026 - AIDAN LAMPING N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Investment Related - Indianapolis IN - OBA Start Date: 01/16/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2025-10-10 |
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