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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
7380 Murrell Road, Suite 100, Viera, FL 32940 • United States
Melbourne Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allen & Company Of Florida, Inc. | Lakeland | FL | 09/2012 | Present |
| Lpl Financial, Llc | Viera | FL | 08/2019 | Present |
1. 9/3/2019 - Allen & Company - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 9/3/2019 - Allen & Company of Florida, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 10/22/2021 - Universal Financial Consultants - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 10/26/2021 - 1 Hour Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-04 |
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