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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-05-06 |
| OK | RA | APPROVED | 2005-06-09 |
Branch Locations
201 N. Milt Phillips, Seminole, OK 74818 • United States
315 W. Grant Ave., Pauls Valley, OK 73075 • United States
221 W. 12Th Street, Ada, OK 74820 • United States
102 E. Main St, Holdenville, OK 74848 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Ada | OK | 11/2001 | Present |
(1) 02/07/08 - NON-VARIABLE INSURANCE DBA, FIRST UNITED INVESTMENT SERVICES, FOR A FEW FIXED ANNUITIES AND FEW LIFE INSURANCE CONTRACTS EACH YEAR, 1% TIME SPENT. (2) 11/24/2010 - DBA ONLY - FIRST UNITED WEALTH MANAGEMENT - ADA, OK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-05 |
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