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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Tulsa | OK | 11/2024 | Present |
| Born Again Restored | Broken Arrow | OK | 07/2022 | 10/2024 |
| Dewey Land Resources, Llc | Tulsa | OK | 12/2019 | 06/2022 |
| Unit Corporation | Tulsa | OK | 01/2012 | 11/2019 |
1- 03/2025 / Financial Planning Resources / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 03/2025 / Handyman / Outside/W-2 Employment / Not Investment Related / 10 hrs mth / Tulsa, OK / Start date: 04/01/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-19 |
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