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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-13 |
| OK | RA | APPROVED | 2020-10-21 |
Branch Locations
439 W Stone Wood Drive, Broken Arrow, OK 74012 • United States
12411 E 96Th Street North, Owasso, OK 74055 • United States
3900 N Mingo Road. Tulsa Base Admin Building, Tulsa, OK 74116 • United States
14050 Faa Blvd, Fort Worth, TX 76155 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Advancement Group | Tulsa | OK | 08/2008 | 08/2017 |
| Advancement Financial Services, L.L.C. | Tulsa | OK | 07/2009 | 08/2017 |
| Self Employed | Tulsa | OK | 01/2002 | 02/2019 |
| Allstate Insurance Company | Claremore | OK | 02/2019 | 07/2019 |
| American Airlines Federal Credit Union | Broken Arrow | OK | 08/2019 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 08/2019 | 10/2020 |
| Cetera Investment Advisers Llc | Broken Arrow | OK | 08/2019 | 10/2020 |
| Allstate Financial Services | Claremore | OK | 03/2019 | 08/2019 |
| Allstate Financial Advisors | Claremore | OK | 03/2019 | 08/2019 |
| Lpl Financial Llc | Broken Arrow | OK | 10/2020 | Present |
1)10/21/2020- Flagship Financial 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 | 2019-11-25 |
| S66 | Uniform Combined State Law Examination | 2005-01-20 |
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