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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-05 |
| FL | RA | APPROVED | 2022-01-04 |
Branch Locations
7380 Murrell Road, Suite 100, Viera, FL 32940 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allen & Company Of Fl, Inc. | Lakeland | FL | 03/2012 | Present |
| Lpl Financial, Llc | Viera | FL | 08/2019 | Present |
1. 7/30/2020 - Allen & Company of Florida, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Producer/Broker of Record - Start Date: 6/4/2020 - 1 Hour Per Month/1 Hour During Securities Trading. 2. 3/17/2022 - 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. 3. 3/17/2022 - 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. 4. 05/04/2023 - Athene Annuity & Life Insurance Co - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Start Date 02/15/2023 - 2 Hours Per Month/2 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-10-21 |
| S65 | Uniform Investment Adviser Law Examination | 1994-09-23 |
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