Eric T Allen

Current Employers

Employment History

• 06/2014 → 05/2023
  Lpl Financial Llc
  Marlton, NJ
• 01/2015 → 05/2023
  M Financial Planning Services, Inc.
  Marlton, NJ
• 05/2023 → 06/2023
  Allied Wealth Partners
  Manasquan, NJ
• 05/2023 → 08/2023
  Minnesota Life Insurance Company
  Saint Paul, MN
• 05/2023 → 06/2023
  Securian Financial Services
  Saint Paul, MN
• 03/2015 → 05/2023
  Lpl Financial Llc
  Marlton, NJ
• 07/2015 → 05/2023
  Lpl Financial Llc
  Marlton, NJ
• 08/2023 → 11/2023
  Regional Investment Advisors, Llc
  Philadelphia, PA
• 11/2023 → Present
  Generation Capital Group Llc
  Woodbury, NJ
• 07/2025 → Present
  Lpl Financial
  Woodbury, NJ

Previous Registrations

• 2023-12-01 → 2025-03-11
  Lpl Financial Llc
  Woodbury, NJ
  Cherry Hill, NJ
• 2023-08-02 → 2023-11-27
  Regional Investment Advisors, Llc
  Philadelphia, PA
• 2023-05-25 → 2023-06-14
  Securian Financial Services, Inc.
  Manasquan, NJ
• 2015-07-15 → 2023-05-10
  Lpl Financial Llc
  Marlton, NJ

Other Businesses

1) 10/06/2025 - Capri Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:09/30/2025 - 80 Hrs/Mth - 80 Hrs During Trading. 2) 10/06/2025 - BleuVesti - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/30/2025 - 80 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2015-07-15

Designations

Other Names

• Eric Thomas Allen