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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-11 |
| OK | RA | APPROVED | 2024-10-30 |
Branch Locations
422 South Dewey Ave, Bartlesville, OK 74003 • United States
107 S. Main, Nash, OK 73761 • United States
1716 Main, Wakita, OK 73771 • United States
6060 N Central Expy., Ste 138, Dallas, TX 75206 • United States
6120 S Yale Ave, Tulsa, OK 74136 • United States
111 E. Grand, Tonkawa, OK 74653 • United States
244 S. Gateway Pl, Jenks, OK 74037 • United States
419 S. Grand, Cherokee, OK 73728 • United States
6303 Waterford Blvd., Oklahoma City, OK 73118 • United States
100 S. Gateway Pl., Jenks, OK 74037 • United States
220 N. Main, Helena, OK 73741 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chick-Fil-A | Owasso | OK | 05/2014 | 08/2017 |
| Evangel University | Springfield | MO | 08/2017 | 05/2021 |
| Reasor's | Owasso | OK | 05/2017 | 08/2019 |
| Door Dash | Owasso | OK | 05/2020 | 05/2021 |
| Arvest Wealth Management | Tulsa | OK | 06/2021 | 03/2022 |
| Arvest Bank | Tulsa | OK | 06/2021 | 03/2022 |
| Arvest Wealth Management | Edmond | OK | 03/2022 | 09/2022 |
| Arvest Wealth Management | Bartlesville | OK | 09/2022 | 10/2024 |
| Arvest Bank | Bartlesville | OK | 09/2020 | 10/2024 |
| Lpl Financial Llc | Bartlesville | OK | 10/2024 | Present |
| Gateway First Bank | Bartlesville | OK | 10/2024 | Present |
1) 10/30/2024 - Gateway Private Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s) 2) 06/18/2025 - Gateway First Bank Trust Services - Investment Related - Financial Institution Duty - Start Date 06/01/2025 - 20 Hrs/Mth - 10 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-17 |
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