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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-09-12
OK RA APPROVED 2022-05-18
  • TX RA
    APPROVED_RES
    Since 2022-09-12
  • OK RA
    APPROVED
    Since 2022-05-18

Branch Locations

1910 West Shawnee, Muskogee, OK 74401 • United States

6555 S Lewis Ave, Tulsa, OK 74136 • United States

7400 W Memorial Rd, Oklahoma City, OK 73142 • United States

8100 W Reno Ave, Oklahoma City, OK 73127 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Bartlesville OK 04/2016 08/2017
Morgan Stanley Private Bank, N.A. New York NY 04/2016 08/2017
Allstate Insurance Co Bartlesville OK 09/2017 05/2019
Bartlesville First Church Bartlesville OK 10/2018 03/2020
Allstate Financial Advisors Llc Omaha NE 12/2017 05/2019
Unemployed Bartlesville OK 04/2020 08/2020
Assurance Iq Bartlesville OK 09/2020 04/2021
Fbl Financial Group West Des Moines IA 04/2021 07/2021
Fbl Marketing Services Llc West Des Moines IA 05/2021 07/2021
Cuna Brokerage Services, Inc. Waverly IA 12/2021 Present
Cuna Mutual Group Waverly IA 12/2021 Present
Liberty Mutual Bartlesville OK 08/2021 12/2021
Lpl Financial Llc Tulsa OK 05/2022 Present
  • 04/2016 → 08/2017
    Morgan Stanley Smith Barney Llc
    Bartlesville, OK
  • 04/2016 → 08/2017
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 09/2017 → 05/2019
    Allstate Insurance Co
    Bartlesville, OK
  • 10/2018 → 03/2020
    Bartlesville First Church
    Bartlesville, OK
  • 12/2017 → 05/2019
    Omaha, NE
  • 04/2020 → 08/2020
    Unemployed
    Bartlesville, OK
  • 09/2020 → 04/2021
    Assurance Iq
    Bartlesville, OK
  • 04/2021 → 07/2021
    Fbl Financial Group
    West Des Moines, IA
  • 05/2021 → 07/2021
    Fbl Marketing Services Llc
    West Des Moines, IA
  • 12/2021 → Present
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 12/2021 → Present
    Cuna Mutual Group
    Waverly, IA
  • 08/2021 → 12/2021
    Liberty Mutual
    Bartlesville, OK
  • 05/2022 → Present
    Tulsa, OK
Previous Registrations
  • 2022-01-10 → 2022-05-18
    Cuna Brokerage Services, Inc.
    Tulsa, OK
    Muskogee, OK
  • 2017-09-27 → 2019-06-04
    Bartlesville, OK
  • 2016-04-01 → 2017-08-21
    Bartlesville, OK
  • 2014-09-15 → 2016-04-01
    St Louis, MO
    Russellville, AR
    Bartlesville, OK
Other Businesses

1)05/18/2022 - MEMBERS Financial Services-Investment Related- At Reported Business Location(s)-DBA for LPL Business (entity for LPL business) 2)05/18/2022 Energy One Retirement & Investment Services-Investment Related- At Reported Business Location(s)-DBA for LPL Business (entity for LPL business) 3)01/20/2023 - WEOKIE Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/16/2023 - 200 Hours Per Month/180 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-18
S63 Uniform Securities Agent State Law Examination 2002-02-05
  • S66 Uniform Combined State Law Examination
    2014-07-18
  • S63 Uniform Securities Agent State Law Examination
    2002-02-05
Other Names
  • D. Kirk Darnell
  • Kirk Darnell
  • Donald Kirk Darnell
  • Donald Darnell

View on SEC IAPD

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