Company Profile
Public information reviewed
LPL Financial Holdings Inc.
Canonical company identity and public leadership record.
USNASDAQ: LPLA
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More
- Public sources
- 1 reviewed
- Published leadership records
- 19
- Last reviewed
- Sep 13, 2026
Agent View
Machine representations
Inspect the same governed public record as Markdown, structured data, or a retrieval endpoint.
Markdown
https://registry.alpha.ac/companies/lpl-financial-holdings-inc.mdLPL Financial Holdings Inc.
Alpha governed public record. Unknown, unavailable, and unpublished values are never inferred as zero.
Record
| Field | Value |
|---|---|
| Representation | alpha-profile-markdown-v3 |
| Protocol | Alpha Governance Facts Protocol 0.1 |
| Schema | alpha.governance.entity.public.v1 |
| Record version | public-1 |
| Canonical entity | alpha:company:aa591111-f580-4dfc-b408-646c64627533 |
| Entity type | Company |
| Canonical URL | https://registry.alpha.ac/companies/lpl-financial-holdings-inc |
| Publication | PUBLISHED |
| Verification | source_reported |
| Verification schema | alpha-verification-states-v1 |
| Ownership | unclaimed |
| Published claims | 23 |
| Claims under review | 1 |
| Evidence records | 3 |
| Conflicts | 0 |
| Conflicts in internal review | 0 |
| Observed | 2026-09-13T04:45:14.103186+00:00 |
| Last reviewed | 2026-09-13T04:45:14.103186+00:00 |
Identity
- Legal name: LPL Financial Holdings Inc.
- Display name: LPL Financial Holdings Inc.
Leadership
- Albert J. Ko: Director. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:evidence:company:aa591111-f580-4dfc-b408-646c64627533:2.
- Allison H. Mnookin: Director. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:evidence:company:aa591111-f580-4dfc-b408-646c64627533:2.
- Anne M. Mulcahy: Director. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:evidence:company:aa591111-f580-4dfc-b408-646c64627533:2.
- Corey E. Thomas: Director. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:evidence:company:aa591111-f580-4dfc-b408-646c64627533:2.
- Edward C. Bernard: Director. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:evidence:company:aa591111-f580-4dfc-b408-646c64627533:2.
- H. Paulett Eberhart: Director. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:evidence:company:aa591111-f580-4dfc-b408-646c64627533:2.
- James S. Putnam: Director. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:evidence:company:aa591111-f580-4dfc-b408-646c64627533:2.
- Richard P. Schifter: Director. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:evidence:company:aa591111-f580-4dfc-b408-646c64627533:2.
- Richard Steinmeier: Director. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:evidence:company:aa591111-f580-4dfc-b408-646c64627533:2.
- Somesh Khanna: Director. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:evidence:company:aa591111-f580-4dfc-b408-646c64627533:2.
- William F. Glavin, Jr.: Director. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:evidence:company:aa591111-f580-4dfc-b408-646c64627533:2.
- Aneri Jambusaria: Group Managing Director, Chief Wealth Officer. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:evidence:company:aa591111-f580-4dfc-b408-646c64627533:3.
- Emily Field: Group Managing Director, Chief People Officer. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:evidence:company:aa591111-f580-4dfc-b408-646c64627533:3.
- Greg Gates: Group Managing Director, Chief Technology Information Officer. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:evidence:company:aa591111-f580-4dfc-b408-646c64627533:3.
- Matthew Audette: President and Chief Financial Officer. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:evidence:company:aa591111-f580-4dfc-b408-646c64627533:3.
- Matthew Enyedi: Group Managing Director, Chief Client Officer. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:evidence:company:aa591111-f580-4dfc-b408-646c64627533:3.
- Matthew Morningstar: Group Managing Director, Chief Legal Officer. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:evidence:company:aa591111-f580-4dfc-b408-646c64627533:3.
- Mitchell Cohen: Group Managing Director, Chief Growth Officer. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:evidence:company:aa591111-f580-4dfc-b408-646c64627533:3.
- Richard Steinmeier: Chief Executive Officer. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:evidence:company:aa591111-f580-4dfc-b408-646c64627533:3.
Roles
- PUBLISHED
Governance
- NOT_ASSERTED
Board committees
- PUBLISHED
Financials
- NOT_ASSERTED
Workforce
- NOT_ASSERTED
Market and index context
- PUBLISHED
Legal Name
- LPL Financial Holdings Inc.. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:evidence:company:aa591111-f580-4dfc-b408-646c64627533:1.
Headquarters
- US. Publication: UNDER_REVIEW. Verification: source_reported. Assertion: source_reported. Evidence: unlinked, under review.
Entity Status
- Public listing published. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:evidence:company:aa591111-f580-4dfc-b408-646c64627533:1.
Published Fact
- US. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:evidence:company:aa591111-f580-4dfc-b408-646c64627533:1.
- Financials. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:evidence:company:aa591111-f580-4dfc-b408-646c64627533:1.
Coverage states
| Field | Value |
|---|---|
| Identity | PUBLISHED |
| Business | PUBLISHED |
| Leadership | PUBLISHED |
| Board and committees | PUBLISHED |
| Governance | NOT_ASSERTED |
| Financials | NOT_ASSERTED |
| Workforce | NOT_ASSERTED |
| Ownership | NOT_ASSERTED |
| Ratings | NOT_PUBLISHED |
| Market and index context | PUBLISHED |
Public sources
- alpha:evidence:company:aa591111-f580-4dfc-b408-646c64627533:1: Alpha canonical company public projection.
- alpha:evidence:company:aa591111-f580-4dfc-b408-646c64627533:2: LPL Financial Holdings DEF 14A 2026-04-02.
- alpha:evidence:company:aa591111-f580-4dfc-b408-646c64627533:3: LPLA 10-K executive officers.
Rights
| Field | Value |
|---|---|
| public_retrieval | allowed |
| agent_retrieval | allowed |
| redistribution | not_granted |
| model_training | not_granted |
| commercial_use | not_specified |
| relationship_pathfinding | not_granted |
| direct_contact | not_granted |
Limitations
- Absence of a leadership role, committee, or disclosure is not evidence that it does not exist.
- Only explicitly published canonical company identity and current confirmed public roles are included.
- Absence of a board, committee, executive, listing, or claim is not evidence that it does not exist.
- Public retrieval does not grant redistribution, model-training, direct-contact, or relationship-pathfinding rights.
- This Company Profile is an identity and evidence record, not an Alpha rating.
Alternate representations
- Canonical profile
- Public Markdown
- Public JSON
- JSON-LD
- MCP resource:
alpha://companies/lpl-financial-holdings-incat https://mcp.alpha.ac/mcp