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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-29 |
| KS | RA | APPROVED | 2017-11-29 |
| OK | RA | APPROVED | 2017-11-29 |
Branch Locations
2250 E 73 Street Ste 650, Tulsa, OK 74136 • United States
2520 Mcgee Drive, Suite 110, Norman, OK 73072 • 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 |
|---|---|---|---|---|
| Financial Planning Resources | Tulsa | OK | 05/2018 | Present |
| National Planning Corporation | Tulsa | OK | 09/2011 | 11/2017 |
| Lpl Financial Llc | Tulsa | OK | 11/2017 | Present |
| Financial Planning Resources | Tulsa | OK | 12/2001 | 01/2018 |
| Fpr | Tusla | OK | 07/2003 | 05/2018 |
1. 11/29/2017 - CHURCH OF GOD - Not Investment Related - SAPULPA, OK 74066 - Other - TAKE UP OFFERINGS, CONDUCT BUSINESS MEETINGS, AND SCHEDULE EVENTS FOR THE CHURCH - 2 hours per month. 2. 10/2/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/05/2019 - 1 Hours Per Month During Securities Trading - Occasionally life insurance, LTC insurance or a fixed annuity is recommended to a client. 3. 09/28/2023 - Financial Planning Resources - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/02/2002 - 160 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-09 |
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