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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-08-06 |
| TX | RA | APPROVED | 2026-08-06 |
Branch Locations
1509 South Western Road, Stillwater, OK 74074 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Enid | OK | 10/2019 | 08/2026 |
| State Farm | Oklahoma City | OK | 04/2018 | 10/2019 |
| Phillips 66 | Houston | TX | 06/2015 | 04/2018 |
| Lpl Financial Llc | Stillwater | OK | 08/2026 | Present |
1. 08/2026 - Guidepost Wealth Management - DBA for LPL Business (entity for LPL business) - INV REL- 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 08/06/2026 2. 08/2026 - Western Business Suite, LLC - Real Estate Rental - INV REL- 01 Hrs/Mth - 01 Hrs During Trading - Stillwater, Ok 74074 - OBA Start Date: 04/01/2026 3. 08/2026 - Self amazon product - Business Owner - Not INV REL- 03 Hrs/Mth - 00 Hrs During Trading - Stillwater, Ok 74074 - OBA Start Date: 11/01/2024 4. 08/2026 - CS Investments - Business Entity For Tax/Investment Purposes Only - Not INV REL- 01 Hrs/Mth - 01 Hrs During Trading - Stillwater, Ok 74074 - OBA Start Date: 03/26/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-10 |
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