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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-16 |
| SC | RA | APPROVED | 2026-02-17 |
| NC | RA | APPROVED | 2026-02-13 |
Branch Locations
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 |
|---|---|---|---|---|
| The J.M. Smucker Company | Orrville | OH | 07/2015 | 03/2017 |
| Solium | Tempe | AZ | 07/2015 | 03/2017 |
| Natasha Nashea Enterprise | Phoenix | AZ | 09/2017 | 12/2020 |
| Cardone Ventures | Scottsdale | AZ | 05/2021 | 02/2022 |
| Unemployed | Scottsdale | AZ | 03/2017 | 08/2017 |
| Lpl Financial Llc | Fort Mill | SC | 01/2026 | Present |
| Edward Jones | Tempe | AZ | 05/2022 | 11/2025 |
| Liv Communities Llc | Tempe | AZ | 02/2020 | 07/2021 |
1) Natasha N. Allen, LLC - Business owner - Pilates and cycling instructor- Non-Inv. Related- Charlotte, NC - start date 9/2023 - 20hrs/mth - 0 during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-26 |
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