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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
10324 Greenbriar Pl, Ste E, Oklahoma City, OK 73159 • United States
2310 E Gore Blvd Ste 207, Lawton, OK 73501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Oklahoma City | OK | 07/2008 | 07/2021 |
| Self Employed | Norman | OK | 03/1990 | Present |
| Various Insurance Carriers For W & R Insurance Agencies | Norman | OK | 12/2008 | 07/2021 |
| Kelly Webster, Inc. | Norman | OK | 04/2012 | Present |
| Okc Wealth Advisors, Llc | Oklahoma City | OK | 09/2020 | 09/2020 |
| Wealthfirst Financial Advisors, Llc | Oklahoma City | OK | 09/2020 | Present |
| Lpl Financial Llc | Oklahoma City | OK | 07/2021 | Present |
1) 7/2021 - Successor Trustee on Parent's Trust / Act in a Fiduciary Capacity / Investment Related / 0HR/MO / Oklahoma CityOklahoma 2) 09/2020 - WealthFirst Financial Advisors, LLC / DBA for LPL Business (entity for LPL business) / 4HR/MO / 1684 SW 86tth Suite C, Oklahoma City, OK, , 73159 3) 7/2021 - Kelly Webster Inc. / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 1HR/ MO / 2029 Rising Hill Rd, Norman , OK, 73071
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-21 |
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