Lpl Financial LLC

New Mexico
Registered In
04/18/1983
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Lpl Financial LLC at 75 State ST FL 24th, Boston, Ma 02109 lists Lpl Holdings, Inc. as the associate.

Overview

Registered In
New Mexico
Incorporation Date
Company Type
Foreign Limited Liability Company
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
California
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People

C T Corporation System Registered Agent
206 S CORONADO AVE, ESPANOLA, NM 87532
Lpl Holdings, Inc. Manager

Map & Locations

75 STATE ST FL 24TH, BOSTON, MA 02109 (Mailing) View Map

Financials

Financial Information for Lpl Financial LLC

Form 5500

LPL FINANCIAL, LLC

4707 Executive Drive, San Diego, Ca 92121 (858) 450-9606 EIN:95-2834236 Plan Admin:Erica Ullman
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameLPL FINANCIAL, LLC WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY6,278 / 0 Assets BOY/EOY$0 / $0 2022 LPL FINANCIAL, LLC WELFARE BENEFITS PLAN - Plan #501 6,278 / 0 $0 / $0
2021 Plan NameLPL FINANCIAL LLC PROFIT SHARING 401(K) PLAN Plan #002 Participants BOY/EOY6,196 / 7,380 Assets BOY/EOY$500,183,649 / $620,017,134 2021 LPL FINANCIAL LLC PROFIT SHARING 401(K) PLAN - Plan #002 6,196 / 7,380 $500,183,649 / $620,017,134
2021 Plan NameLPL FINANCIAL, LLC WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY4,861 / 0 Assets BOY/EOY$0 / $0 2021 LPL FINANCIAL, LLC WELFARE BENEFITS PLAN - Plan #501 4,861 / 0 $0 / $0
2020 Plan NameLPL FINANCIAL LLC PROFIT SHARING 401(K) PLAN Plan #002 Participants BOY/EOY5,586 / 5,872 Assets BOY/EOY$405,009,170 / $500,183,649 2020 LPL FINANCIAL LLC PROFIT SHARING 401(K) PLAN - Plan #002 5,586 / 5,872 $405,009,170 / $500,183,649
2020 Plan NameLPL FINANCIAL, LLC WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY4,550 / 0 Assets BOY/EOY$0 / $0 2020 LPL FINANCIAL, LLC WELFARE BENEFITS PLAN - Plan #501 4,550 / 0 $0 / $0
2019 Plan NameLPL FINANCIAL LLC PROFIT SHARING 401(K) PLAN Plan #002 Participants BOY/EOY5,384 / 5,567 Assets BOY/EOY$302,573,118 / $405,009,170 2019 LPL FINANCIAL LLC PROFIT SHARING 401(K) PLAN - Plan #002 5,384 / 5,567 $302,573,118 / $405,009,170
2019 Plan NameLPL FINANCIAL, LLC WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY4,242 / 0 Assets BOY/EOY$0 / $0 2019 LPL FINANCIAL, LLC WELFARE BENEFITS PLAN - Plan #501 4,242 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

LPL FINANCIAL

235 Littleton Rd Suite 3, Westford, MA 01886-3520 Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
07/31/2020 Approved$20,833 Forgiven$20,922 LenderFed – Kabbage Jobs1 07/31/2020 $20,833 $20,922 Fed – Kabbage 1
06/28/2020 Approved$11,175 Forgiven$11,233 LenderCustomers Bank Jobs1 06/28/2020 $11,175 $11,233 Customers Bank 1
05/01/2020 Approved$20,833 Forgiven$21,082 LenderCustomers Bank Jobs1 05/01/2020 $20,833 $21,082 Customers Bank 1
04/15/2020 Approved$25,225 Forgiven$25,490 LenderUniBank for Savings Jobs1 04/15/2020 $25,225 $25,490 UniBank for Savings 1
PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:75 State St Fl 24th Boston, MA
Lpl Financial LLC Registered in Ohio
Boston, MA Columbus, OH View Report
Lpl Financial LLC Registered in Virginia
Boston, MA Glen Allen, VA View Report
Ifmg Securities, Inc. Registered in Ohio
Boston, MA Cleveland, OH (1 more) View Report
Associated Securities Corp. Registered in Oklahoma
Boston, MA Oklahoma City, OK View Report
Boston, MA Topeka, KS View Report
Person/Address Match:Lpl Holdings Inc -
Lpl Employee Services, LLC Registered in Florida
Plantation, FL San Diego, CA (1 more) View Report
Lpl Employee Services, LLC Registered in Nevada
San Diego, CA View Report
Lpl Employee Services, LLC Registered in New Mexico
Boston, MA View Report
Lpl Employee Services, LLC Registered in Arizona
Boston, MA Phoenix, AZ (1 more) View Report
Lpl Employee Services, LLC Registered in Oregon
San Diego, CA View Report
Lpl Employee Services, LLC Registered in Massachusetts
San Diego, CA Boston, MA View Report
Lpl Enterprise Llc of Florida Registered in Florida
Plantation, FL San Diego, CA View Report
Lpl Financial LLC Registered in Arizona
Los Angeles, CA Phoenix, AZ View Report
Lpl Employee Services, LLC Registered in Minnesota
Boston, MA Saint Paul, MN (2 more) View Report
Lpl Employee Services, LLC Registered in Idaho
Boston, MA San Diego, CA (1 more) View Report
Lpl Employee Services, LLC Registered in North Carolina
Raleigh, NC San Diego, CA View Report
Lpl Enterprise, LLC Registered in North Carolina
Raleigh, NC San Diego, CA View Report
Lpl Employee Services, LLC Registered in Mississippi
Flowood, MS San Diego, CA View Report
Lpl Employee Services, LLC Registered in Alaska
Juneau, AK San Diego, CA View Report
Lpl Employee Services, LLC Registered in New Hampshire
Concord, NH San Diego, CA (1 more) View Report
Lpl Financial LLC Registered in Alaska
Juneau, AK San Diego, CA (1 more) View Report
Lpl Employee Services, LLC Registered in Texas
Boston, MA San Diego, CA View Report
Nestwise LLC Registered in Massachusetts
Boston, MA View Report
Nestwise (De), LLC Registered in Georgia
Atlanta, GA Boston, MA View Report
Address Match:75 State St Boston, MA
Broad Street Realty Investors LLC Registered in Massachusetts
Boston, MA View Report
Citybridge Holdings, LLC Registered in Massachusetts
Boston, MA View Report
L.E.K. Consulting America Inc. Registered in Oregon
Boston, MA View Report
L.E.K. Consulting America Inc. Registered in Tennessee
Boston, MA Knoxville, TN View Report
Lek/Alcar Consulting LLC Registered in Missouri
Clayton, MO Boston, MA View Report
Masshole Trucking Company Registered in Massachusetts
Boston, MA View Report
Santander Insurance Agency, U.S., LLC Registered in Massachusetts
Boston, MA Villanova, PA View Report
Santander Insurance Agency, U.S., LLC Registered in New Mexico
Boston, MA Hobbs, NM View Report
The Free for All Concert Fund, Inc. Registered in Massachusetts
Boston, MA View Report
Jacoby Cook Farmhouse LLC Registered in New Hampshire
Boston, MA Concord, NH View Report
Boston, MA Calabasas, CA View Report
Mc Global Solutions Inc. Registered in Massachusetts
Boston, MA View Report
New Boston Stiles I LLC Registered in Florida
Boston, MA View Report
Radius Agent LLC Registered in Massachusetts
Boston, MA View Report
Rer/New Boston West Broad Street LLC Registered in Virginia
Boston, MA Glen Allen, VA View Report
Bismarck, ND Boston, MA View Report
Ocn Physicians, P.C. Registered in Tennessee
Boston, MA Nashville, TN View Report
American Well Corporation Registered in Connecticut
Boston, MA View Report
Online Care Network III P.C. Registered in California
Boston, MA Westlake Village, CA (1 more) View Report
Related Business Names:
Lpl Financial LLC Registered in New York
New York, NY View Report
Lpl Financial LLC Registered in New Jersey
View Report
Lpl Financial LLC Registered in Iowa
Des Moines, IA View Report
Lpl Financial LLC Registered in Tennessee
Boston, MA Knoxville, TN (1 more) View Report
Lpl Financial LLC Registered in California
Glendale, CA San Diego, CA (2 more) View Report
Lpl Financial LLC Registered in Missouri
Clayton, MO View Report
Lpl Financial LLC Registered in Vermont
San Diego, CA Boston, MA View Report
Lpl Financial LLC Registered in Florida
Plantation, FL San Diego, CA (1 more) View Report
Lpl Financial LLC Registered in Pennsylvania
View Report
Lpl Financial LLC Registered in Wyoming
Boston, MA Cheyenne, WY (1 more) View Report
Lpl Financial LLC Registered in Utah
Midvale, UT San Diego, CA View Report
Lpl Financial LLC Registered in Kansas
San Diego, CA Topeka, KS View Report
Lpl Financial LLC Registered in Georgia
Boston, MA Lawrenceville, GA View Report
Lpl Financial LLC Registered in Utah
Midvale, UT San Diego, CA View Report
Lpl Financial LLC Registered in Maine
Augusta, ME Boston, MA (1 more) View Report
Lpl Financial LLC Registered in Arkansas
Floor Boston, MA View Report
Lpl Financial LLC Registered in Mississippi
San Diego, CA View Report
Lpl Financial LLC Registered in Wisconsin
Madison, WI View Report

Sources

The following government agencies have contributed data:

• New Mexico Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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