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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2022-01-03 |
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 |
|---|---|---|---|---|
| Allen & Company Of Florida, Inc. | Lakeland | FL | 01/2007 | Present |
| Lpl Financial, Llc | Lakeland | FL | 08/2019 | Present |
1. 9/3/2019 - Allen & Company of Florida, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 9/3/2019 - Allen & Company - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 9/18/2019 - Morrison Foundation - Not Investment Related - Lakeland FL - Non-Profit Board Member - Start Date: 01/01/1992 - 4 Hours Per Month/0 Hours During Securities Trading - Time Spent 3% - Member - Private Foundation and Chairman. 4. 9/18/2019 - The Florida Avenue Building Partnership - Investment Related - 1401 South Florida Ave Lakeland, FL 33803 - Real Estate Rental - Owner - Start Date: 01/01/1987 - 1 Hour Per Month/0 Hours During Securities Trading - Time Spent 1%. 5. 9/18/2019 - Sandy Kids - Investment Related - Bocca Grand FL - Real Estate Rental - Owner - Start Date: 01/01/2015 - 2 Hours Per Month/0 Hours During Securities Trading - Time Spent 5%. 6. 12/7/2022 - Advisors Excel - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Producer/Advisors - Start Date - 11/28/2022 - 1 Hours Per Month/1 Hours During Securities Trading 7. 04/02/2024 - 1917 Properties - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 09/01/2020 - 1 Hour Per Month/ During Trading 8. 04/10/2024 - J. Everett Allen & Sons Inc - Non-Inv Related - Lakeland, FL - Other - Business Owner - Started: 1/1/1980 - 1 Hr/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-26 |
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