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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-30 |
| FL | RA | APPROVED | 2022-01-04 |
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 |
|---|---|---|---|---|
| Allen & Co | Lakeland | FL | 08/2014 | Present |
| Lpl Financial, Llc | Lakeland | FL | 08/2019 | Present |
1. 9/10/2020 - OMS Insurance Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 08/31/2020 - Started 08/31/2020 - 2 Hours Per Month During Securities Trading. 2. 9/10/2020 - Waller Partners Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 08/27/2020 - 2 Hours Per Month During Securities Trading. 3. 3/18/2022 - 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 - 0 Hour Per Month/0 Hours During Securities Trading. 4. 3/18/2022 - Allen & Company - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/03/2019 - 0 Hour Per Month/0 Hours During Securities Trading. 5. 05/04/2022 - Black Oak LLC - Investment Related - At Reported Business Location(s ) - Non-Variable Insurance - Insurance Agent - Start Date - 03/18/2022 - 1 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-15 |
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