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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-02-14 |
| OK | RA | APPROVED | 2018-02-14 |
| TX | RA | APPROVED_RES | 2018-02-14 |
Branch Locations
400 E Wyandotte Ave Ofc#1, Mcalester, OK 74501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Mcalester | OK | 12/2001 | 02/2018 |
| Lpl Financial Llc | Mcalester | OK | 02/2018 | Present |
1. 09/12/2023 - Equitrust - Non-Variable Insurance - Advisor - Investment Related - At Reported Business Location(s) - Start Date 08/24/2023 - 2 Hours per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-16 |
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