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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-04 |
| OK | RA | APPROVED | 2018-08-24 |
Branch Locations
2250 E 73 Street Ste 650, Tulsa, OK 74136 • United States
2520 Mcgee Drive, Suite 110, Norman, OK 73072 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Tulsa | OK | 05/2018 | Present |
| Home Instead Senior Care | Tulsa | OK | 05/2016 | 05/2018 |
| A-Affordable Design | Oilton | OK | 05/2012 | Present |
1. 9/28/2018 - No Business Name - Investment Related - Home Based - Non-Variable Insurance - Started 03/01/2012 - 40 Hours Per Month/0 Hours During Securities Trading - Final expense insurance. 2. 10/4/2018 - Dynamic Solutions - Not Investment Related - PO BOX 690, Taylor, TX 76574 - Business Owner - Started 07/01/2003 - 0 Hours Per Month. 3. 09/28/2023 - Financial Planning Resources - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/12/2023 - 40 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-23 |
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