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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-08-06
  • FL RA
    APPROVED
    Since 2024-08-06

Branch Locations

1401 South Florida Avenue, Lakeland, FL 33803 • United States

Lakeland, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Allen & Company Lakeland FL 09/2022 Present
Liberty National Life Insurance Company Altamonte Springs FL 06/2018 09/2022
Barrett Media, Llc Lakeland FL 05/2022 Present
Crunch Fitness Lakeland FL 08/2021 Present
Polk County Sheriff's Office Winter Haven FL 06/2015 06/2018
La Fitness Lakeland FL 09/2012 05/2017
Anytime Fitness Lakeland FL 07/2017 03/2020
Lpl Financial Llc Lakeland FL 09/2022 Present
  • 09/2022 → Present
    Allen & Company
    Lakeland, FL
  • 06/2018 → 09/2022
    Liberty National Life Insurance Company
    Altamonte Springs, FL
  • 05/2022 → Present
    Barrett Media, Llc
    Lakeland, FL
  • 08/2021 → Present
    Crunch Fitness
    Lakeland, FL
  • 06/2015 → 06/2018
    Polk County Sheriff's Office
    Winter Haven, FL
  • 09/2012 → 05/2017
    La Fitness
    Lakeland, FL
  • 07/2017 → 03/2020
    Anytime Fitness
    Lakeland, FL
  • 09/2022 → Present
    Lakeland, FL
Other Businesses

1) 04/24/2023 - Allen & Company - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 9/12/2022 2) 04/24/2023 - Crunch Fitness - Not Investment Related - 5128 S FLORIDA AVE LAKELAND, FL 33813 - Outside/W-2 Employment - Instructor - Start Date 7/2020 - 16-18 Hours Per Month 3) 11/27/2024 - Barrett Media, LLC - Outside/W-2 Employment - Project Manager - Investment Related - 6700 s Florida Ave Lakeland, FL 33813 - Start Date 5/2022 - 15-20 Hours per month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-02
  • S66 Uniform Combined State Law Examination
    2024-08-02

View on SEC IAPD

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