{"schema_version":"secwatch.filing_event.v1","accession":"0001397911-22-000117","form_type":"8-K","ticker":"LPLA","cik":"0001397911","company_name":"LPL Financial Holdings Inc.","filed_at":"2022-08-02T23:59:59+00:00","discovered_at":"2026-05-14T18:03:55.607473+00:00","generated_at":"2026-06-24T05:48:06.738131+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"LPL Financial Q2 net income $161M, EPS $1.97 (+35% YoY); adjusted EPS $2.24 (+21%)","bullets":["Net income $161M, diluted EPS $1.97 (+35% YoY); adjusted EPS $2.24 (+21% YoY).","Gross profit $711M (+18% YoY), EBITDA $311M (+28% YoY).","Total advisory and brokerage assets $1.06T (-4% YoY); organic net new assets $37B (13% annualized growth).","Advisor count 20,871 (+780 sequentially, +1,757 YoY); recruited assets $44B in Q2.","Client cash balances $70B (+$8B sequentially); corporate cash $241M, leverage ratio 2.09x."],"urls":{"canonical":"https://secwatch.observer/filing/0001397911-22-000117","json":"https://secwatch.observer/filing/0001397911-22-000117.json","markdown":"https://secwatch.observer/filing/0001397911-22-000117.md","text":"https://secwatch.observer/filing/0001397911-22-000117.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1397911/000139791122000117/0001397911-22-000117-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1397911/000139791122000117/lpla-20220802.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-24T05:48:06.738131+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}