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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-12 |
| FL | RA | APPROVED | 2022-01-04 |
Branch Locations
250 Avenue K Sw, Suite 106, Winter Haven, FL 33880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allen & Company Of Fl, Inc. | Lakeland | FL | 03/2012 | Present |
| Lpl Financial, Llc | Winter Haven | FL | 08/2019 | Present |
1. 8/6/2020 - Universal Financial Consultants - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/30/2020 - 2 Hours Per Month During Securities Trading. 2. 10/29/2021 - The Financial Advisor - Investment Related - Home Based - Insurance Agency - Start Date: 06/24/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 3. 03/18/2022 - 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 - 148 Hours Per Month/130 Hours During Securities Trading. 4. 03/18/2022 - Allen & Company - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/03/2019 - 148 Hours Per Month/130 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-01 |
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