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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-07-10 |
| OR | RA | APPROVED | 2025-07-10 |
| UT | RA | APPROVED | 2025-07-10 |
Branch Locations
1188 Bishop Street Ste 2310, Honolulu, HI 96813 • United States
Park City, UT • 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 |
|---|---|---|---|---|
| Next Financial Group Inc | Park City | UT | 01/2008 | 07/2025 |
| Lpl Financial Llc | Park City | UT | 07/2025 | Present |
1. 07/10/2025-Wayfarrer Galleries- Artist/ Musician- Not INV Related- At Park City, UT- 5 Hours Per Month 2. 07/10/2025- Bruce Allen Financial Group Inc- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Park City, UT- Start date- 01/03/2005 3. 07/10/2025- Allen Wealth Management-DBA for LPL Business (entity for LPL business)- INV Related- At Park City, UT- Start date 01/03/2005- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-15 |
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