{"schema_version":"secwatch.filing_event.v1","accession":"0001397911-24-000136","form_type":"8-K","ticker":"LPLA","cik":"0001397911","company_name":"LPL Financial Holdings Inc.","filed_at":"2024-10-30T23:59:59+00:00","discovered_at":"2026-05-14T18:03:08.341125+00:00","generated_at":"2026-05-30T08:09:48.045325+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 Q3 2024: Net income $255M, EPS $3.39 (+16% YoY), assets $1.6T (+29%)","bullets":["Adjusted EPS $4.16 (+11% YoY); gross profit $1,128M (+12%); adjusted EBITDA $566M (+12%).","Total advisory and brokerage assets $1.6 trillion, up 29% YoY; advisory assets $892B (+35%).","Organic net new assets $27B (7% annualized); excluding $6B separation outflows, 9% growth.","Advisor count 23,686 (+224 sequentially, +1,282 YoY); recruited assets $26B in quarter.","Corporate cash $708M; leverage ratio 1.61x; dividends paid $22.4M."],"urls":{"canonical":"https://secwatch.observer/filing/0001397911-24-000136","json":"https://secwatch.observer/filing/0001397911-24-000136.json","markdown":"https://secwatch.observer/filing/0001397911-24-000136.md","text":"https://secwatch.observer/filing/0001397911-24-000136.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1397911/000139791124000136/0001397911-24-000136-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1397911/000139791124000136/lpla-20241030.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-30T08:09:48.045325+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"}