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2901 South Bryant Avenue, Edmond, OK 73013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-05-12 |
| TX | RA | APPROVED | 2025-05-12 |
Branch Locations
4637 E 91St Street, Tulsa, OK 74137 • United States
2901 South Bryant Avenue, Edmond, OK 73013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Tulsa | OK | 11/2024 | Present |
| Park Hill High School | Kansas City | MO | 08/2015 | 05/2017 |
| Hy-Vee | Kansas City | MO | 11/2015 | 08/2017 |
| Oklahoma Baptist University | Shawnee | OK | 08/2017 | 05/2020 |
| Elevated Grounds | Shawnee | OK | 10/2017 | 05/2018 |
| Oklahoma Baptist University | Shawnee | OK | 01/2018 | 05/2018 |
| Life Unlimited | Kansas City | MO | 07/2018 | 08/2018 |
| Paycom | Oklahoma City | OK | 05/2019 | 04/2021 |
| Pettis & Stone Law Firm | Shawnee | OK | 08/2019 | 03/2020 |
| Oklahoma Baptist Homes For Children | Oklahoma City | OK | 04/2021 | 10/2024 |
| Northwest Missouri State University | Maryville | MO | 01/2022 | 05/2023 |
1) 02/2025 - Forge Financial / DBA for LPL Business (entity for LPL business) Inv Related - at reported business location (s) 2) 02/2025 - Real Estate Rental / Co-owner / Inv Related / Shawnee, OK 74804 / Start date 07/01/2022 - 1 hrs per month - 1 % time spent 3. 05/14/2025 - Forge Financial Services, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date: 02/21/2025 - 160 Hrs/Mth - 8 Hrs During Trading - I provide investment advisory services through Forge Financial Services, LLC, an independent investment advisor firm. I started this business activity in 2/2025. 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. 4. 05/14/2025 - Forge Financial - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:02/21/2025 - 160 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-09 |
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