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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_RES | 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, Inc. | Lakeland | FL | 08/2005 | Present |
| Lpl Financial, Llc | Lakeland | FL | 08/2019 | Present |
1. 9/10/2019 - 4H4 Investment, LLC - Investment Related - Las Vegas, NV 89113 - Real Estate Rental - Owner - Started 01/01/2011 - 1 Hours Per Month/0 Hours During Securities Trading - Time Spent 1%. 2. 9/10/2019 - DSZ Group, Inc - Not Investment Related - 2910 Maine Lakeland, FL 33801 - Other-Business Owner - Started 04/01/2008 - Moving and storage business, part-owner. 3. 11/5/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/30/2020 - 2 Hours Per Month During Securities Trading. 4. 3/1/2021 - McTaggart & Associates - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 1/26/2021 - 4 Hours Per Month/0 Hours During Securities Trading. 5. 8/30/2021 - Plutus 2 - Investment Related - Location: To Be Determined - Business Entity For Tax/Investment Purposes Only - Start Date: 08/10/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 6. 2/4/2022 - Plutus Investments, LLC - Investment Related - Location/Address: to be determined - Real Estate Rental - Started 10/27/2020 - 1 Hour Per Month/0 Hours During Securities Trading - Looking at a couple of farms to purchase for renting. 7. 3/17/2022 - Allen & Company - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/03/2019 - 0 Hour Per Month/0 Hours During Securities Trading. 8. 3/17/2022 - Allen & Company of Florida, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/03/2019 - 0 Hour Per Month/0 Hours During Securities Trading 9. 08/14/2023 - Real Estate Rental - Investment Related - farm near Dublin Georgia - Start Date 06/01/2023 - 2 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-24 |
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