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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-04 |
| TX | RA | APPROVED_RES | 2022-01-03 |
Branch Locations
1401 South Florida Avenue, Lakeland, FL 33803 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allen & Company Of Florida, Llc | Lakeland | FL | 06/1999 | Present |
| Lpl Financial Llc | Lakeland | FL | 08/2019 | Present |
1. 9/20/2019 - No Business Name - Investment Related - Holmes Beach, FL 34217 - Real Estate Rental - Owner - Start Date: 01/01/2015 - 1 Hour Per Month/0 Hours During Securities Trading - Time Spent 1%. 2. 11/5/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 09/01/2020 - 1 Hour Per Month During Securities Trading. 3. 12/31/2021 - McTaggart and Associates, LLC - Investment Related - Home Based - Non-Variable Insurance - Agent - Started 12/31/2021 - 1 Hour Per Month During Securities Trading. 4. 3/18/2022 - Allen & Company of Florida, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/03/2019 - 0 Hour Per Month/0 Hours During Securities Trading. 5. 3/18/2022 - Allen & Company - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/03/2019 - 0 Hour Per Month/0 Hours During Securities Trading. 6. 03/31/2022 - Black Oak LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Start Date - 03/17/2022 - 1 Hours Per Month/ 0 Hours During Securities Trading. 7. 08/04/2022- My Lakeland Pool LLC -Investment Related- Lakeland, FL 33809 - Other - Business Owner- Owner- Start Date- 08/01/2022- 10 Hours Per Month/ 4 Hours During Securities Trading 8. 11/06/2023 - Blue Manatee Pools LLC - Inv Related - Lakeland, FL - Other - Pool Cleaning Business - Owner - Start Date: 10/12/2023 - 5 Hrs/Mo; 1 Hr During Trading 9. 12/30/2024- Bright Blue Poolcare LLC- Other - Pool Cleaning Business- Not INV Related- Home based- Start date 12/16/2024- 5 Hours Per Month- 1 Hour During Trading 10. 09/26/2025- Accuaquatics LLC- Other - Business owner of for profit business- Not INV Related- At Lakeland FL- 5 Hours Per Month- 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-07-27 |
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