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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-17 |
Branch Locations
1401 South Florida Avenue, Lakeland, FL 33803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 05/1996 | 11/2018 |
| Community Watch Solutions Llc | Championsgate | FL | 05/2017 | 12/2024 |
| Geico | Lakeland | FL | 01/2025 | 03/2025 |
| Lpl Financial Llc | Lakeland | FL | 04/2025 | Present |
1) 4/10/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Allen & Company- Inv. Related- start date 4/14/2025- At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-21 |
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