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901 Ne Loop 410 Suite 100, San Antonio, TX 78209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Norman | OK | 05/2025 | Present |
| Nfa Wealth Management | Norman | OK | 05/2025 | Present |
| Southern Nazarene University | Bethany | OK | 08/2022 | 05/2025 |
| Swadley's Bar-B-Q | Bethany | OK | 03/2023 | 04/2024 |
| Petra Coatings | Alvord | TX | 05/2022 | Present |
| Gracie K Photography | Norman | OK | 05/2025 | Present |
| Standish Management (Formerly Core-Cco) | Dallas | TX | 05/2024 | 08/2024 |
| Alvord High School/Alvord Middle School | Alvord | TX | 08/2015 | 05/2022 |
| Crossroads Church | Decatur | TX | 05/2024 | 08/2024 |
1) 2026-03-11 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - NFA Wealth Management - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-03-06 - 160hrs/mth - 130hrs/mth during trading 2) 2026-03-11 - National Financial Alliance - Non-Variable Insurance - Y - at reported business location(s) - 2026-03-06 - 20hrs/mth - 20hrs/mth during trading 3) 2026-03-11 - Gracie K Photography - Outside/W-2 Employment - N - Norman OK - 2026-03-06 - 14hrs/mth - 0hrs/mth during trading 4) 2026-03-11 - Petra Coatings - Outside/W-2 Employment - N - Alvord TX - 2026-03-06 - 8hrs/mth - 0hrs/mth during trading 5) 2026-05-04 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - (Hybrid) Strategic Financial Concepts LLC - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2026-03-06 - 160hrs/mth - 130hrs/mth during trading 6) 2026-05-04 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - (Hybrid) NFA Wealth Management - Registered Investment Advisor DBA - Y - at reported business location(s) - 2026-03-06 - 160hrs/mth - 130hrs/mth during trading - IAR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-29 |
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