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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2020-07-17 |
| TX | RA | APPROVED_RES | 2020-07-17 |
Branch Locations
300 North Main, Suite A, Broken Arrow, OK 74012 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Broken Arrow | OK | 04/2016 | 07/2020 |
| Lpl Financial, Llc | Fort Mill | SC | 07/2020 | Present |
1) 7/16/2020- Callaway Capital Management -DBA for LPL Business (entity for LPL business)- Inv. Related- Broken Arrow, OK - 100% 2) 7/16/2020- CALLAWAY FAMILY REVOCABLE TRUST- Act in a Fiduciary Capacity / Co-Trustee for a family trust- Inv. Related- Tulsa, OK- start date 3/2017- 0% 3) 02/05/2026 - The Callaway Family Revocable Trust DTD 3/22/2017 - Real Estate Rental - Owner - College Station, TX - Start Date 12/01/2022 - 2 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-09 |
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