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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 | 2026-02-02 |
| VA | RA | APPROVED | 2025-02-03 |
| MD | RA | APPROVED | 2024-11-14 |
Branch Locations
481 E Hwy 50 201 A-B, Clermont, FL 34711 • United States
303 International Cir Ste 105, Cockeysville, MD 21030 • 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 |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2013 | 11/2020 |
| Prudential Insurance Company Of America | Crofton | MD | 11/2020 | Present |
| Pruco Securities, Llc. | Crofton | MD | 11/2020 | 11/2024 |
| Lpl Enterprise, Llc | Pikesville | MD | 11/2024 | Present |
1) 04/10/2025-Central Florida Investment Services-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 04/15/2025-160hrs/mth-160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-06 |
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