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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-15 |
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 |
|---|---|---|---|---|
| Joe E. Newsome High School | Lithia | FL | 06/2013 | 06/2017 |
| Publix Supermarket | Lithia | FL | 08/2015 | 01/2019 |
| Publix Supermarket | Gainesville | FL | 06/2019 | 09/2019 |
| University Of Florida | Gainesville | FL | 06/2017 | 06/2021 |
| Drumcondra Credit Union | Dublin | 01/2019 | 05/2019 | |
| Northwestern Mutual | Tampa | FL | 01/2020 | 06/2020 |
| Lpl Financial Llc (Allen & Co) | Lakeland | FL | 09/2021 | Present |
1)12/2021- McTaggart & Associates - Business Entity For Tax/Investment Purposes Only- non-inv. related- Lithia, FL- 3/hrs/mth 2)12/30/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 9/13/2021 - 1 Hours Per Month/1 Hours During Securities Trading - Universal Financial Consultants.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-10 |
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