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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-04-21 |
| TX | RA | APPROVED | 2025-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arvest Asset Management | Rogers | AR | 12/2013 | 01/2017 |
| Morgan Stanley | Tulsa | OK | 02/2017 | 05/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2017 | 05/2023 |
| Woodbury Financial Services Inc | Tulsa | OK | 05/2023 | 01/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2022 | 05/2023 |
| Osaic Wealth, Inc. | Tulsa | OK | 01/2024 | 04/2025 |
| Lpl Financial, Llc | Tulsa | OK | 04/2025 | Present |
1- 03/2025 / Maple Ridge Financial LLC / DBA for LPL Business (entity for LPL business) / INV RLTD / AT LOCATION / 160 HRS MNTH / 8 HRS DURING TRADING / START 04/01/2025 2- 03/2025 / Ashley Cutshall- / Non -Variable Insurance / INV RLTD / 5 HRS MNTH / START 05/28/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-17 |
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