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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-12-09 |
| TX | RA | APPROVED_RES | 2019-10-31 |
Branch Locations
310 W Main St, Ardmore, OK 73401 • United States
701 Sw 19Th St, Moore, OK 73160 • United States
1915 N Commerce, Ardmore, OK 73401 • United States
600 Nw 5Th, Moore, OK 73160 • United States
333 12Th Ave Se, Norman, OK 73071 • United States
105 Sw 2Nd Ave, Marietta, OK 73448 • United States
1201 W Main, Norman, OK 73069 • 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 |
|---|---|---|---|---|
| T.S. Phillips Investments, Inc | Oklahoma City | OK | 06/2003 | 10/2019 |
| Lpl Financial Llc | Ardmore | OK | 10/2019 | Present |
| Bankfirst | Ardmore | OK | 06/2003 | 10/2019 |
1)10/31/19- Independent Advisers Group- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)-100%
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-10-09 |
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