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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 |
|---|---|---|---|---|
| Madden Branded Goods | Lakeland | FL | 08/2015 | 12/2018 |
| Allen & Company | Lakeland | FL | 01/2019 | Present |
| Lpl Financial, Llc | Lakeland | FL | 08/2019 | Present |
1. 9/3/2019 - Allen & Company - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 2/23/2021 - Waller Partners Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 01/11/2021 - 2 Hours Per Month During Securities Trading. 3. 08/23/2021 - Black Oak LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 07/27/2021 - 1 Hour Per Month/0 Hours During Securities Trading - Commissions deriving from life/health/non-variable insurance business. 4. 03/17/2022 - 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 - 110 Hour Per Month/5 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-09 |
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