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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-05-29 |
| OK | RA | APPROVED | 2011-07-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Bank Of Owasso | Owasso | OK | 07/2003 | Present |
| Lpl Financial Llc | Owasso | OK | 07/2011 | Present |
1. 07/05/2011 - DBA ONLY - FIRST BANK OF OWASSO-FIRST FINANCIAL SERVICES - Investment Related . 2) 10/09/2025 - Oklahoma Department of Securites - Not Investment Related - Non-Profit Board Member - City, OK - Start Date:10/01/2025 - 5 Hrs/Mth - 5 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-05-11 |
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