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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-28 |
| NC | RA | APPROVED | 2026-01-27 |
Branch Locations
5605 Carnegie Blvd Ste 240, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Union County | Monroe | NC | 01/2022 | 12/2025 |
| Town Of Highlands, Nc | Highlands | NC | 12/2018 | 12/2021 |
| City Of Durham, Nc | Durham | NC | 08/2017 | 12/2018 |
| City Of Burlington, Nc | Burlington | NC | 11/2014 | 08/2017 |
| Lpl Enterprise | Charlotte | NC | 12/2025 | Present |
1. 12/03/2025 - Union County - Outside/W-2 Employment - Not Inv Related - 192 Hour(s)/Month - 0 Hour(s) During Trading - Monroe, NC - OBA Start Date: 01/03/2022 2. 12/03/2025 - JACOB ALLEN, N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Inv Related - 160Hour(s)/Month - 160 Hour(s) During Trading - Monroe, NC - OBA Start Date: 11/25/2025 3. 12/03/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 160Hour(s)/Month - 160 Hour(s) During Trading - Monroe, NC - OBA Start Date: 11/25/2025 4. 02/23/2026-JACOB ALLEN-Licensed Insurance Agent-Non-Variable Insurance-Inv related-At Monroe, NC-Start date 02/25/2026-10hrs/mth-0hrs/mth during trading 5. 05/11/2026-Comparion Insurance-Licensed Insurance Agent-Property and Casualty-Inv related-At Monroe, NC-Start date 05/11/2026-10hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-27 |
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