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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-02 |
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 | Lakeland | FL | 10/2021 | Present |
| Florida Southern College | Lakeland | FL | 08/2020 | 05/2021 |
| Lunova Group | Coraopolis | PA | 06/2020 | 07/2020 |
| Florida Southern College | Lakeland | FL | 08/2017 | 05/2020 |
| North Catholic Highschool | Cranberry | PA | 01/2011 | 06/2017 |
| Allen & Company | Winter Haven | FL | 02/2021 | 09/2021 |
| Lpl Financial Llc | Lakeland | FL | 02/2021 | Present |
1. 11/29/2023 - Advisors Excel - Non-Variable Insurance - Financial Advisor - Investment Related - At Reported Business Location(s) - Start Date 10/31/2023 - 10 Hours Per Month/ 1 Hour During Trading 2. 08/02/2024 - ECA Marketing - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/16/2024 - 5 Hours Per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-29 |
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