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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 | 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 | 07/1996 | Present |
| Lpl Financial, Llc | Lakeland | FL | 08/2019 | Present |
1. 9/4/2019 - No Business Name - Investment Related - Lakeland, FL 33803 - Real Estate Rental - Owner - Start Date: 05/2019 - 1 Hour Per Month/0 Hours During Securities Trading - Time Spent 1% 2. 10/28/2020 - UFC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 10/21/2020 - 1 Hour Per Month/0 Hours During Securities Trading. 3. 3/18/2022 - Allen & Company - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/01/2019 - 160 Hour Per Month/8 Hours 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: 09/13/2019 - 148 Hour Per Month/7 Hours During Securities Trading. 5. 10/31/2022 - No Business Name - Not Investment Related - Lakeland, FL 33803 - Real Estate Rental - Owner - Start Date: 10/01/2022 - 1 Hour Per Month/1 Hour During Securities Trading. 6. 1/26/2023 - Advisors Excel - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Producer - Start Date - 11/22/2022 - 1 Hours Per Month/1 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-01-12 |
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