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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-19 |
| OK | RA | APPROVED | 2025-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Oklahoma City | OK | 03/2016 | 11/2018 |
| Rockgate Financial Partners | Okc | OK | 12/2015 | 09/2020 |
| Royal Alliance Associates, Inc. | Oklahoma City | OK | 11/2018 | 08/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2020 | 08/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2020 | 05/2023 |
| Adaptation Financial Advisors Inc. | Oklahoma City | OK | 10/2021 | 08/2025 |
| Lpl Enterprise Llc | Blanchard | OK | 08/2025 | Present |
1. 08/06/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Blanchard, OK - Start Date 08/04/2025 - 160 HRS/MO | 160 HRS/MO DURING TRADING 2. 08/06/2025 - CLINTON TAYLOR N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Blanchard, OK - Start Date 08/04/2025 - 160 HRS/MO | 160 HRS/MO DURING TRADING 3. 08/06/2025 - Klutch OKC Bar - Business Owner - NOT INV REL - Oklahoma City, OK - Start Date 10/26/2023 - 4 HRS/MO | 0 HRS/MO DURING TRADING 4. 05/08/2026-Treaty Oak Advisors-Financial Advisor-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 05/01/2026-160hrs/mth-160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-02 |
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