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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-03-27 |
| OK | RA | APPROVED | 2017-05-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Stillwater | OK | 08/2016 | Present |
| First Gunn Financial Group | Stillwater | OK | 07/2016 | 12/2023 |
| Streeter Financial Group | Stillwater | OK | 06/2023 | Present |
1. 8/26/2016 - The Streeter Company Inc - Not Investment Related - Claremore, OK - Other-Family Business - Secretary - TIME SPENT 0% - Role is to review and sign the annual meeting of the corp. 2. 10/1/2019 - E Street Financial LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 09/01/2019 - 160 Hours Per Month/120 Hours During Securities Trading. 3. 06/07/2023 - Streeter Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 05/01/2023 - 40 Hours Per Month/ 6 Hours During Securities Trading 4. 04/27/2026 - Matthew Streeter - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/24/2026 - 8 hours per month/ during trading 5. 06/05/2026 - E Street Real Estate - Real Estate Rental - Investment Related - Stillwater, OK - Start Date 06/15/2026 - 4 hours per month/ 2 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-21 |
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