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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Planning Resources | Tulsa | OK | 04/2022 | Present |
| International Insurance Brokers | Tulsa | OK | 06/2021 | 04/2022 |
| Murphy Usa | Norman | OK | 05/2019 | 06/2021 |
| El Toro Chinos | Norman | OK | 05/2018 | 05/2019 |
| Matthews Ford | Broken Arrow | OK | 05/2016 | 05/2018 |
| Lpl Financial Llc | Tulsa | OK | 02/2023 | Present |
1) 2/2023- Financial Planning Resources- Financial Planning Resources- DBA for LPL Business (entity for LPL business)- inv. related- At Reported Business Location(s) 2) 11/21/2025 - Other - Notary - Not Investment Related - At Reported Business Location(s) - Start Date 03/23/2023 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-14 |
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