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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-12-10 |
Branch Locations
1401 South Florida Avenue, Lakeland, FL 33803 • United States
Plant City, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Tampa | FL | 04/2010 | 11/2017 |
| Raymond James & Associates | Tampa | FL | 11/2017 | 11/2018 |
| Ubs Financial Services Inc. | Tampa | FL | 12/2018 | 08/2019 |
| Centene Corporation | Tampa | FL | 10/2019 | 12/2020 |
| Lpl Financial Llc | Lakeland | FL | 12/2020 | Present |
1. 4/9/2021 - Allen & Company - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/07/2020 - 160 Hours Per Month During Securities Trading. 2. 4/9/2021 - Allen & Company of Florida, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/07/2020 - 160 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-14 |
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