Toni Denise Selph

Current Employers

Employment History

• 09/2013 → Present
  Lpl Financial Llc
  Tulsa, OK
• 07/2014 → 12/2019
  Lpl Financial, Llc
  Tulsa, OK
• 12/2019 → Present
  Forge Financial Services, Llc
  Tulsa, OK
• 01/2018 → Present
  Forge Financial Services, Llc
  Tulsa, OK

Other Businesses

1. 01/09/2024 - Forge Financial Services, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 02/15/2020 - 160 Hours Per Month/7 Hours During Securities Trading - I provide investment advisory services through Forge Financial Services, LLC, an independent investment advisor firm. I started this business activity in 2/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 01/09/2024 - Forge Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 02/15/2020 - 160 Hours Per Month/7 Hours During Securities Trading. 3. 01/10/2024 - Forge Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 01/02/2024 - 160 Hours Per Month/ 7 Hours During Trading. 4. 11/12/2024 - JusTDS² LLC - Real Estate Rental - Owner - Investment Related - Tulsa and Broken Arrow, OK - Strat Date 08/20/2024 - 12 Hours Per Month/ 4 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-07-14
• S63 Uniform Securities Agent State Law Examination
  2013-10-19

Other Names

• Toni Denise Lowrey