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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-18 |
Branch Locations
701 San Marco Blvd Suite 7100, Jacksonville, FL 32207 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Jacksonville, | FL | 04/2018 | 11/2024 |
| N/A | Jacksonville | FL | 02/2016 | 04/2018 |
| Prudential Insurance Company Of America | Jacksonville | FL | 05/2018 | Present |
| Lpl Enterprise, Llc | Jacksonville | FL | 11/2024 | Present |
1) 10/23/2025-United Healthcare-Broker/Agent-Non-Variable Insurance-Inv related-At Rocky Hill, CT-Start date 03/07/2023-16hrs/mth-8hrs/mth during trading 2) 10/23/2025-Prudential P&C Out-brokerage-Agent-Property and Casualty-Inv related-At Jacksonville, FL-Start date 09/01/2018-8hrs/mth-4hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-10 |
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