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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-14 |
| FL | RA | APPROVED | 2022-01-04 |
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 |
|---|---|---|---|---|
| Woodmen Of The World Life Insurance Society | Omaha | NE | 11/2004 | 09/2016 |
| Woodmen Financial Services, Inc. | Omaha | NE | 02/2006 | 09/2016 |
| Allen & Company Of Florida, Llc | Lakeland | FL | 09/2016 | Present |
| Lpl Financial, Llc | Lakeland | FL | 08/2019 | Present |
1. 4/1/2021 - Universal Financial Consultants - Investment Related - 2963 Gulf to Bay Blvd. Suite 330, Clearwater, FL 33759 - Non-Variable Insurance - Agent - Started 10/03/2016 - 5 Hours Per Month During Securities Trading - Sell life insurance through this insurance broker. 2. 10/06/2021 - Structure 1211, LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date: 05/25/2021 - 15 Hours Per Month/15 Hours During Securities Trading. 3. 3/17/2022 - Allen & Company of Florida, LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date: 09/03/2019 - 160 Hours Per Month/8 Hours During Securities Trading. 4. 3/17/2022 - Allen & Company - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date: 09/03/2019 - 160 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-11 |
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