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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-27 |
Branch Locations
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2019 | 01/2025 |
| Walgreens | Tulsa | OK | 05/2006 | 09/2019 |
| Lpl Financial | Sallisaw | OK | 01/2025 | Present |
| Firstar Bank | Sallisaw | OK | 01/2025 | Present |
1)12/17/2024 - Diamond Investment Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)05/05/2025 - Spark- Walmart affiliate - Not Investment Related - Other - Contract Job - OK,Sallisaw - Start Date:04/18/2025 - 40 Hrs/Mth - 0Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-14 |
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