James D Burleson

Current Employers

Employment History

• 10/2003 → Present
  Remax 1St
  Oklahoma City, OK
• 06/2013 → Present
  Lpl Financial Llc
  Edmond, OK
• 11/2019 → Present
  Forge Financial
  Edmond, OK
• 11/2014 → 12/2020
  Lpl Financial, Llc
  Edmond, OK
• 01/2018 → Present
  Forge Financial
  Edmond, OK
• 05/2022 → Present
  Lpl Financial, Llc
  Edmond, OK

Other Businesses

1. 06/13/2013 - Burleson Investment Properties - INV REL - Real Estate Rental - 10% TIME SPENT - Owner 2. 6/3/2019 - REMAX 1st - Investment Related - 1000 W. Wilshire Blvd, Suite 428, Oklahoma City, OK 73118 - Mortgage/Real Estate Services - Started 01/01/2018 - 0 Hours Per Month - Inactive real estate agent, but can still receive a referral fee. 3. 01/09/2024 - Forge Financial Services LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 02/18/2020 - 160 Hours Per Month/140 Hours During Securities Trading - I provide investment advisory services through Forge Financial Services, LLC, an independent investment advisor firm. I started this business activity in 2/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 01/09/2024 - Forge Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 02/18/2020 - 160 Hours Per Month/140 Hours During Securities Trading. 5. 01/09/2024 - Forge Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/09/2024 - Time Spent 100%.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-20
• S63 Uniform Securities Agent State Law Examination
  2011-12-22

Other Names

• Doug Burleson
• James D Burleson
• James Burleson Ii