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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Amarillo | TX | 08/2021 | 05/2026 |
| Amarillo Isd | Amarillo | TX | 01/2020 | 05/2021 |
| Borger Isd | Borger | TX | 08/2017 | 12/2019 |
| Amarillo Isd | Amarillo | TX | 08/2013 | 08/2017 |
| Raymond James Financial Services Inc. | Amarillo | TX | 05/2026 | Present |
| Raymond James Financial Services Advisors Inc. | Amarillo | TX | 05/2026 | Present |
(1) Name of Business: Allen Wealth Management LLC Address: 4720 S Western St Ste B, Amarillo, TX, 79109, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/30/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 0-1 Description of duties: Employee of Allen Wealth Management. This is our DBA we use as our firm name currently with LPL and will continue to use with Raymond James. I have no ownership in this LLC. This is all owned by Douglas Allen. Allen Wealth does pay my salary currently, so I am just an employee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-03 |
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