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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 |
|---|---|---|---|---|
| Allen & Company Of Florida, Llc | Lakeland | FL | 06/1983 | Present |
| Lpl Financial Llc | Lakeland | FL | 08/2019 | Present |
1. 9/13/2019 - LJH Investments, LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 01/01/1992 - 1 Hour Per Month/0 Hours During Securities Trading - Time Spent 1% - Open pass through entity. 2. 9/13/2019 - LJH Real Estate LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 01/01/1992 - 1 Hour Per Month/0 Hours During Securities Trading - Time Spent 1% - Open pass through entity. 3. 9/13/2019 - Lemon Tree Real Estate Inc - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 01/01/1985 - 0 Hours Per Month/0 Hours During Securities Trading - Time Spent 1% - Open pass through entity. 4. 9/23/2019 - The Florida Avenue Building Partnership - Investment Related - 1401 South Florida Ave Lakeland, FL 33803 - Real Estate Rental - Owner - Start Date: 01/01/1987 - 1 Hour Per Month/0 Hours During Securities Trading - Time Spent 1%. 5. 2/23/2021 - Universal Financial Consultants - Investment Related - 2963 Gulf to Bay Blvd #330, Clearwater FL 33759 - Non-Variable Insurance - Started 01/01/2021 - 2 Hours Per Month During Securities Trading. 6. 3/17/2022 - Allen & Company of Florida, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/03/2019 - 140 Hours Per Month/4 Hours During Securities Trading. 7. 3/17/2022 - Allen & Company - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/03/2019 - 140 Hours Per Month/4 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-07-14 |
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