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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 |
|---|---|---|---|---|
| Southeastern University | Lakeland | FL | 08/2002 | 07/2021 |
| Lpl Financial, Llc | Lakeland | FL | 02/2020 | Present |
| Allen & Company | Winter Haven | FL | 07/2021 | Present |
1. 3/18/2022 - Allen & Company - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 04/07/2021 - 120 Hour Per Month/120 Hours During Securities Trading. 2. 03/18/2022 - Allen & Company of Florida, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/07/2021 - 120 Hours Per Month/ During Trading 3. 08/07/2024 - Other - Writing fiction novel - Not Investment Related - Home Based - Start Date 09/03/2024 - 40 Hours per Month/ 0 Hours During Trading 4. 10/28/2024 - Other - Substack newsletter - Not Investment Related - Home Based - Start Date 10/01/2024 - 10 Hours per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-12 |
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