DFX Intelligence

3 more advisory clients, 17 more Schedule C rows and 2 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

LPL Financial

unclassified· MA

unclassified

3 more advisory clients, 17 more Schedule C rows and 2 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

n/a

Item 5.D

ADV institutional RAUM

Not disclosed

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

Not disclosed

Item 5.F

Advisory clients

6 allocators

Totes Isotoner Corporation Employees' Pension Plan Investment adviser (plan)through Feb 28, 2025 Form 5500
Georgia's Own Credit Union Cash Balance Defined Benefit Plan and Trust Investment adviser (plan)through Dec 31, 2022 Form 5500
Pension Plan for Reynolds Bargaining Investment adviser (plan)through Dec 31, 2022 Form 5500

+3 more advisory clients

Every name, record and relationship behind this count, with the source on each.

2 allocators

20 rows, $302,280 direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
National Association of Government Employees and O Retirement Plan	2024	28 51	NONE	$14,114
Totes Isotoner Corporation Employees' Pension Plan	2024	27	INVESTMENT ADVISOR	$12,000
Moog Inc. Employees' Retirement Plan	2024	28 50	INVESTMENT MANAGEMENT	$7,749

+17 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Dec 31, 2024Manager relationship startedMoog Inc. Employees' Retirement Plan
LPL Financial appears on Moog Inc. Employees' Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with LPL Financialaskebsa.dol.gov
Dec 31, 2024Consultant changedinferencePension Plan for Reynolds Bargaining
LPL Financial no longer appears on Pension Plan for Reynolds Bargaining's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with LPL Financialaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceKEY Safety Systems, Inc. Knoxville Pension Plan
LPL Financial no longer appears on KEY Safety Systems, Inc. Knoxville Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with LPL Financialaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceAmerican & Efird Employees' Pension Plan
LPL Financial no longer appears on American & Efird Employees' Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
with LPL Financialaskebsa.dol.gov
Dec 31, 2024Manager relationship startedNational Association of Government Employees and O Retirement Plan
LPL Financial appears on National Association of Government Employees and O Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with LPL Financialaskebsa.dol.gov

+2 more dated events

Every name, record and relationship behind this count, with the source on each.