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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2022-10-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Planning Services | Stillwater | OK | 08/2018 | Present |
| Innovative Eyecare | Edmond | OK | 06/2017 | 10/2018 |
| St. John Hospital | Tulsa | OK | 01/2017 | 05/2017 |
| Louie's Grill & Bar | Jenks | OK | 07/2015 | 01/2017 |
| Oklahoma State University | Tulsa | OK | 08/2015 | 05/2017 |
| Lpl Financial Llc | Stillwater | OK | 08/2018 | Present |
1)05/20/2020 - Wealth Planning Services, LLC - DBA for LPL Business (entity for LPL business)- inv rel - at reported business location(s) - start: 08/2018 2)12/20/2021 - Taber Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 01/01/2022 - 6 Hours Per Month/2 Hours During Securities Trading. 3) 11/15/2022 - No Business Name - Investment Related - At Reported Business Location(s) - other- Notary - Notary Public in the state of Oklahoma. - Start Date - 09/26/2022 - 2 Hours Per Month/2 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-03 |
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