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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2021-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Oklahoma City | OK | 01/2021 | Present |
| Tristar Pension Consulting | Oklahoma City | OK | 06/2020 | 01/2021 |
| Crunch Fitness | Norman | OK | 03/2019 | 06/2020 |
| University Of Oklahoma | Norman | OK | 08/2019 | 05/2020 |
| Ernst & Young | Oklahoma City | OK | 01/2019 | 03/2019 |
| Jordan Edwards Personal Training | Oklahoma City | OK | 06/2018 | 01/2019 |
| The Weightroom | Oklahoma City | OK | 04/2018 | 06/2018 |
| Lighthouse Fitness Management | Norman | OK | 12/2016 | 04/2018 |
| Oklahoma City Thunder | Oklahoma City | OK | 10/2016 | 01/2017 |
| Olive Garden | Oklahoma City | OK | 05/2015 | 11/2016 |
1. 2/18/2021 - Cornerstone Wealth Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/19/2021 - 160 Hours Per Month. 2. 2/14/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 2/1/2023 - 160 Hours Per Month 3. 12/16/2025 - Consillium LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/20/2025 - 160 hours per month/ 8 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-25 |
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