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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-10 |
| NC | RA | APPROVED | 2025-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2020 | 09/2020 |
| E3 Soccer Camp | Greensboro | NC | 07/2015 | 10/2020 |
| Unc Greensboro | Greensboro | NC | 01/2019 | 07/2019 |
| High Point University | High Point | NC | 01/2011 | 01/2019 |
| Piedmont Triad Football Club | High Point | NC | 09/2015 | 02/2019 |
| Cetera Advisor Networks Llc | El Segundo | CA | 10/2020 | 04/2025 |
| Oke Investments | Greensboro | SC | 12/2020 | Present |
| Summit Financial Group | Greensboro | NC | 10/2020 | 05/2021 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 04/2025 |
| Lpl Financial | Greensboro | NC | 04/2025 | Present |
1.04/16/2025; AJG; Non-Variable Insurance - Life Insurance; Investment Related; 1010 North Elm Street Greensboro,NC; Start Date 04/16/2025; 0hrs/mth; 0hrs during trading 2.04/16/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Pilot Financial; Investment Related; at Reported Business Location(s); Start Date 04/10/2025; 160hrs/mth; 8hrs during trading 3.04/16/2025; Edmund O'Keefe; Real Estate Rental; Investment Related; ; Start Date 04/11/2025; 0hrs/mth; 0hrs during trading 4.04/16/2025; OKE Investments; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 04/11/2025; 0hrs/mth; 0hrs during trading 5.08/20/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Oakmon Wealth Advisors, LLC; Investment Related; at Reported Business Location(s); Start Date 08/01/2026; 160hrs/mth; 160hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-20 |
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