Lpl Financial LLC
Utah
Registered In
01/03/2022
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction
Company Summary
Lpl Financial LLC in San Diego, CA was registered on 01/03/2022. It is listed at 4707 Executive Dr, San Diego, Ca 92121.
- Registered In
- Utah
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- California
- Company Type
- Llc - Foreign
- Status
- Active - Current
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Ct Corporation System
Registered Agent
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1108 E SOUTH UNION AVE, MIDVALE, UT 84047
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4707 EXECUTIVE DR, SAN DIEGO, CA 92121
View Map
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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 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
LPL FINANCIAL
455 E. Gobbi St. STE A, Ukiah, CA 95482-5571| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 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 |
PPP Loans based on Paycheck Protection Program.
Related Business Names:
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Lpl Financial LLC
Registered in New York
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New York, NY | View Report | |
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Lpl Financial LLC
Registered in New Jersey
|
View Report | ||
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Lpl Financial LLC
Registered in Iowa
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Des Moines, IA | View Report | |
|
Lpl Financial LLC
Registered in Ohio
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Boston, MA Columbus, OH | View Report | |
|
Lpl Financial LLC
Registered in Tennessee
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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 Virginia
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Boston, MA Glen Allen, VA | View Report | |
|
Lpl Financial LLC
Registered in Missouri
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Clayton, MO | View Report | |
|
Lpl Financial LLC
Registered in Vermont
|
San Diego, CA Boston, MA | View Report | |
|
Lpl Financial LLC
Registered in Florida
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Plantation, FL San Diego, CA (1 more) | View Report | |
|
Lpl Financial LLC
Registered in Pennsylvania
|
View Report | ||
|
Lpl Financial LLC
Registered in Wyoming
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Boston, MA Cheyenne, WY (1 more) | View Report | |
|
Lpl Financial LLC
Registered in Kansas
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San Diego, CA Topeka, KS | View Report | |
|
Lpl Financial LLC
Registered in Georgia
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Boston, MA Lawrenceville, GA | View Report | |
|
Lpl Financial LLC
Registered in Utah
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Midvale, UT San Diego, CA | View Report | |
|
Lpl Financial LLC
Registered in Maine
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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
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Madison, WI | View Report |
Address Match:4707 Executive Dr San Diego, CA
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W & R Insurance Agency, Inc.
Registered in West Virginia
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Charleston, WV Overland Park, KS (1 more) | View Report | |
|
Lpl Employee Services, LLC
Registered in Oregon
|
San Diego, CA | View Report | |
|
Lpl Employee Services, LLC
Registered in North Dakota
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Bismarck, ND San Diego, CA | View Report | |
|
Lpl Enterprise, LLC
Registered in California
|
Glendale, CA San Diego, CA | View Report | |
|
Lpl Enterprise, LLC
Registered in Washington
|
Olympia, WA San Diego, CA | View Report | |
|
Lpl Enterprise, LLC
Registered in Pennsylvania
|
Pittsburgh, PA San Diego, CA | View Report | |
|
Lpl Financial LLC
Registered in North Dakota
|
Bismarck, ND San Diego, CA | View Report | |
|
Lpl Holdings, Inc.
Registered in Florida
|
Boston, MA San Diego, CA | View Report | |
|
Lpl Holdings, Inc.
Registered in Virginia
|
Glen Allen, VA San Diego, CA | View Report | |
|
Lpl Insurance Associates, Inc.
Registered in North Dakota
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Bismarck, ND San Diego, CA | View Report | |
|
Lpl Insurance Associates, Inc.
Registered in Washington
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Olympia, WA Boston, MA (1 more) | View Report | |
|
Lpl Insurance Associates, Inc.
Registered in Virginia
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San Diego, CA | View Report | |
|
Lpl Insurance Associates, Inc.
Registered in Massachusetts
|
New York, NY San Diego, CA | View Report | |
|
Lpl Insurance Associates, Inc.
Registered in California
|
San Diego, CA Boston, MA | View Report | |
|
W & R Insurance Agency, Inc.
Registered in North Dakota
|
Bismarck, ND San Diego, CA | View Report | |
|
W & R Insurance Agency, Inc.
Registered in Massachusetts
|
San Diego, CA Overland Park, KS | View Report | |
|
W & R Insurance Agency, Inc.
Registered in Oregon
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Salem, OR San Diego, CA (1 more) | View Report | |
|
W & R Insurance Agency, Inc.
Registered in California
|
San Diego, CA Los Angeles, CA (1 more) | View Report | |
|
Lpl Insurance Associates, Inc.
Registered in Utah
|
Midvale, UT San Diego, CA | View Report | |
|
Waddell & Reed, Inc.
Registered in Utah
|
Midvale, UT San Diego, CA | View Report | |
|
W & R Insurance Agency, Inc.
Registered in Kansas
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San Diego, CA Topeka, KS | View Report | |
|
Lpl Financial LLC
Registered in Montana
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Missoula, MT San Diego, CA | View Report | |
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W & R Insurance Agency, Inc.
Registered in Idaho
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Overland Park, KS San Diego, CA | View Report | |
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Lpl Insurance Associates, Inc.
Registered in North Carolina
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Raleigh, NC San Diego, CA | View Report | |
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Lpl Enterprise LLC
Registered in Alabama
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Montgomery, AL San Diego, CA | View Report | |
|
Lpl Financial
Registered in Missouri
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San Diego, CA | View Report | |
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Advisoryworld
Registered in Colorado
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Centennial, CO (2 more) | View Report | |
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Lpl Employee Services, LLC
Registered in Colorado
|
Centennial, CO San Diego, CA (1 more) | View Report | |
|
Lpl Employee Services, LLC
Registered in Alaska
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Juneau, AK San Diego, CA | View Report | |
|
Lpl Holdings, Inc.
Registered in Colorado
|
Centennial, CO San Diego, CA | View Report | |
|
W & R Insurance Agency, Inc.
Registered in Mississippi
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San Diego, CA | View Report | |
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Palanca & Associates, LLC
Registered in Florida
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Columbus, OH Hilliard, OH (1 more) | View Report | |
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Independent Advisers Group Corporation (Dba Market Pace Corp.)
Registered in North Dakota
|
Bismarck, ND San Diego, CA | View Report | |
|
Waddell & Reed, Inc.
Registered in Mississippi
|
Flowood, MS San Diego, CA | View Report | |
|
Lpl Independent Advisor Services Group LLC
Registered in California
|
Boston, MA New York, NY (2 more) | View Report |
The following government agencies have contributed data:
Utah Division of Corporations and Commercial Code U.S. Department of Labor U.S. Small Business Administration
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