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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 |
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, Llc | Lakeland | FL | 07/2015 | Present |
| Lpl Financial, Llc | Lakeland | FL | 08/2019 | Present |
1. 2/22/2021 - Advisor's Excel - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/18/2021 - 20 Hours Per Month/10 Hours During Securities Trading. 2. 3/16/2021 - OMS Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 03/15/2021 - 5 Hours Per Month During Securities Trading. 3. 3/16/2021 - UFC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 10/29/2020 - 20 Hours Per Month/10 Hours During Securities Trading 4. 11/30/2021 - UFC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 10/29/2020 - 20 Hours Per Month/10 Hours During Securities Trading. 5. 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. 6. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-09 |
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