John Barry Dotson

Current Employers

Employment History

• 06/2013 → Present
  Lpl Financial Llc
  Edmond, OK
• 12/2019 → Present
  Forge Financial Services, Llc
  Edmond, OK
• 01/2018 → Present
  Forge Financial Services, Llc
  Edmond, OK
• 06/2013 → 12/2019
  Lpl Financial, Llc
  Edmond, OK

Previous Registrations

• 2012-07-11 → 2013-06-27
  Osaic Fs, Inc.
  Edmond, OK

Other Businesses

1. 12/16/2019 - John Dotson, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/20/2014 - 15 Hours Per Month/10 Hours During Securities Trading. 2. 4/14/2021 - Mutual of Omaha and others - LTC Stand Alone - Not Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 10%. 3. 01/09/2024 - Forge Financial Services LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 02/15/2020 - 160 Hours Per Month/7 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 - IAR - Start Date: 02/15/2020 - 160 Hours Per Month/7 Hours During Securities Trading. 5. 01/10/2024 - Forge Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2024 - 160 Hours Per Month/7 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2012-07-09