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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 | 2022-01-03 |
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 |
|---|---|---|---|---|
| Allen & Company Of Florida, Llc | Lakeland | FL | 06/2016 | Present |
| Lpl Financial, Llc | Lakeland | FL | 08/2019 | Present |
1. 03/17/22 - 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 Hours Per Month/0 Hours During Securities Trading. 2. 03/17/22 - Allen & Company- Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 09/03/2019 - 0 Hours Per Month/0 Hours During Securities Trading. 3. 1/26/2023 - Advisor's Excel - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 11/22/2022 - 1 Hours Per Month/0 Hours During Securities Trading 4. 09/23/2024 - Real Estate Rental - Investment Related - Hilliard, FL - Start Date 10/28/2023 - 0 Hours Per Mont/ During Trading 5) 05/28/2025 - Alphasights - Inv. Related - Other - Surveys - Home Based - Start Date:04/21/2025 - 1 Hours Per Mont/ 0 During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-20 |
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