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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-05-14 |
| TX | RA | APPROVED_RES | 2024-05-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2015 | 04/2019 |
| Penny Hill Deli | Norman | OK | 06/2018 | 06/2019 |
| Sun And Ski Sports | Norman | OK | 11/2016 | 05/2018 |
| Edward Jones | St.LOuis | MO | 04/2019 | 05/2024 |
| University Of Oklahoma | Norman | OK | 08/2012 | 01/2019 |
| Lpl Financial Llc | Edmond | OK | 05/2024 | Present |
1) 04/30/2024 - Cornerstone Wealth Portfolios - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 04/30/2024 - Cornerstone Wealth Services - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 3) 12/16/2025 - Consilium, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/12/2025 - 175 hours per month/ 163 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-03 |
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