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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-21 |
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 |
|---|---|---|---|---|
| Cps Investment Advisors | Lakeland | FL | 03/2022 | 07/2025 |
| Fisher Investments | Tampa | FL | 03/2021 | 03/2022 |
| Unemployed - Job Seeker | Lakeland | FL | 12/2020 | 03/2021 |
| Northwestern Mutual | Lakeland | FL | 01/2020 | 06/2020 |
| Full-Time Student (H.S. And College) | Lakeland | FL | 08/2015 | 12/2020 |
| Lpl Financial Llc | Lakeland | FL | 09/2025 | Present |
| Allen & Company | Lakeland | DC | 09/2025 | Present |
1) 03/05/2026 - Allen & Company- DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s) - Start Date 09/15/2025 - 0 hrs 2) 03/05/2026 - Allen & Company of Florida, LLC - DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s) - Start Date 09/15/2025 - 0 hrs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-20 |
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