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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-02-17 |
Branch Locations
1020 E Battlefield Rd., Springfield, MO 65807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arvest Wealth Management | Springfield | MO | 05/2016 | 01/2019 |
| Arvest Bank | Springfield | MO | 05/2016 | 01/2019 |
| Arvest Wealth Management | Springfield | MO | 02/2019 | 12/2019 |
| Arvest Wealth Management | Springfield | MO | 12/2019 | 11/2021 |
| Arvest Bank | Springfield | MO | 12/2019 | 11/2021 |
| Arvest Bank | Joplin | MO | 11/2021 | 11/2022 |
| Arvest Wealth Management | Joplin | MO | 11/2021 | 11/2022 |
| Arvest Bank | Joplin | MO | 11/2022 | 12/2022 |
| Arvest Wealth Management | Joplin | MO | 11/2022 | 12/2022 |
| Simmons Bank | Springfield | MO | 12/2022 | 07/2024 |
| Lpl Financial Llc | Springfield | MO | 02/2023 | Present |
| Oakstar Bank & Trust | Springfield | MO | 07/2024 | Present |
1) 02/06/2023 - Real Estate Rental - Owner/Landlord - 1217 Hottel Springs Road, Seneca, MO 64865 - Investment related - 1 Hour per month - Start date:01/01/2023. 2) 09/20/2024 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name OakStar Investment Services - Investment Related - At Reported Business Location(s) - Start Date 07/17/2024 - 160 Hours Per Month/ 100 Hours During Trading 3) 01/15/2025 - OakStar Bank - Financial Institution Duty - Not Investment Related - At Reported Business Location(s) - Start Date 07/16/2024 - 160 hours per month/ during trading 4) 12/03/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name OakStar Wealth Management - Investment Related - At Reported Business Location(s) - Start Date 11/01/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-11-07 |
| S65 | Uniform Investment Adviser Law Examination | 2014-08-08 |
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