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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 | 06/2000 | Present |
| Lpl Financial, Llc | Lakeland | FL | 08/2019 | Present |
1. 2/4/2021 - Waller Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/11/2021 - 2 Hours Per Month During Securities Trading. 2. 9/13/2021 - Abington Preserve, LLC - Investment Related - No address, raw land. - Other-Business Owner - Started 06/10/2021 - 16 Hours Per Month/0 Hours During Securities Trading - This entity will receive income from cattle and a hunting. 3. 3/17/22 - Allen & Company of Florida, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 11/22/2019 - 160 Hours Per Month/120 Hours During Securities Trading. 4. 3/17/22 - Allen & Company - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 11/22/2019 - 160 Hours Per Month/120 Hours During Securities Trading. 5. 05/17/2022 - No Business Name -Investment Related - Lakeland, FL 33801 - Real Estate Rental - Start Date - 05/01/2022 - 2 Hours Per Month/ 0 Hours During Securities Trading 6. 12/20/2023 - Real Estate Rental - Investment Related - South Placida, Florida - Start Date 01/01/2023 - 1 Hour Per Month/ 0 Hours During Trading 7. 01/16/2026 - Placida Paradise LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 12/01/2025 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-05 |
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