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Robert Scott Watson

Forge Financial

Edmond, OK

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Current Employers
Forge Financial

2901 South Bryant Avenue, Edmond, OK 73013 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2020-01-15
TX RA APPROVED 2020-01-15
  • OK RA
    APPROVED
    Since 2020-01-15
  • TX RA
    APPROVED
    Since 2020-01-15

Branch Locations

2901 South Bryant Avenue, Edmond, OK 73013 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Okc Golf Llc Shawnee OK 08/2016 11/2018
State Of Oklahoma Oklahoma City OK 10/2017 10/2017
Lpl Financial, Llc Edmond OK 01/2019 Present
Forge Financial Services, Llc Edmond OK 12/2019 Present
Lpl Financial, Llc Edmond OK 01/2019 12/2019
Forge Financial Services, Llc Edmond OK 12/2018 12/2019
  • 08/2016 → 11/2018
    Okc Golf Llc
    Shawnee, OK
  • 10/2017 → 10/2017
    State Of Oklahoma
    Oklahoma City, OK
  • 01/2019 → Present
    Lpl Financial, Llc
    Edmond, OK
  • 12/2019 → Present
    Forge Financial Services, Llc
    Edmond, OK
  • 01/2019 → 12/2019
    Lpl Financial, Llc
    Edmond, OK
  • 12/2018 → 12/2019
    Forge Financial Services, Llc
    Edmond, OK
Other Businesses

1. 1/2/2019 - BCW JANITORIAL SERVICES INC - Not Investment Related - 33302 Waco Rd Shawnee, Ok 74801 - Outside/W-2 Employment - Started 02/01/2018 - 15 Hours Per Month/0 Hours During Securities Trading - Time Spent 10% - Buff floors at a manufacturing facility. 2. 01/09/2024 - Forge Financial Services LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 02/12/2020 - 160 Hours Per Month/7 Hours During Securities Trading - I provide investment advisory services through Forge Financial Services, LLC, an independent investment advisor firm. I started this business activity in 2/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 01/09/2024 - Forge Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 02/12/2020 - 160 Hours Per Month During Securities Trading. 4. 01/10/2024 - FORGE FINANCIAL - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/09/2024 - 160 Hours Per Month/40 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-20
  • S66 Uniform Combined State Law Examination
    2019-03-20
Other Names
  • Scott Watson

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