Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-13 |
| WA | RA | APPROVED | 2025-08-13 |
Branch Locations
7525 Se 24Th Street Suite 110, Mercer Island, WA 98040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Houston | TX | 08/2023 | 02/2024 |
| Buckle Inc | Austin | TX | 10/2018 | 05/2025 |
| Russo's New York Pizzeria | Cedar Park | TX | 03/2017 | 10/2018 |
| Gamestop | College Station | TX | 05/2022 | 06/2022 |
| Olive Garden | College Station | TX | 08/2022 | 04/2023 |
| Mas Fajitas | College Station | TX | 09/2020 | 12/2020 |
| Unemployed | N/A | TX | 01/2013 | 02/2017 |
| Lpl Enterprise Llc | Mercer Island | WA | 05/2025 | Present |
| Barton Associates | Austin | TX | 06/2024 | 02/2025 |
1. 04/24/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Leander, TX - INV REL - Start Date 04/16/2025 - 160hrs/mth 2. 04/24/2025 - N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Leander, TX - INV REL - Start Date 04/16/2025 - 160hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-13 |
Reach out to this advisor