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2901 South Bryant Avenue, Edmond, OK 73013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golf Galaxy | Oklahoma City | OK | 05/2022 | 04/2025 |
| Oklahoma Christian University | Edmond | OK | 08/2021 | 05/2025 |
| Green Co Lawn Care Inc. | Tulsa | OK | 01/2021 | 08/2021 |
| Pat's Express Carwash | Glenpool | OK | 06/2019 | 01/2021 |
| Kiefer Public Schools | Kiefer | OK | 08/2012 | 05/2021 |
| Thrivent Investment Management Inc | Edmond | OK | 12/2024 | 07/2025 |
| Thrivent Financial | Appleton | WI | 04/2025 | 07/2025 |
| Thrivent Investment Management | Appleton | WI | 07/2025 | 07/2026 |
| Lpl Financial Llc | Edmond | OK | 08/2026 | Present |
| Forge Financial | Edmond | OK | 08/2026 | Present |
1. 08/2026 - Forge Financial - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 8/10/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-30 |
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