Benjamin Joel Lindsly

Current Employers

Employment History

• 02/2023 → Present
  Lpl Financial Llc
  Edmond, OK
• 09/2017 → 02/2023
  Southern Nazarene University
  Bethany, OK
• 08/2013 → 09/2017
  Bartlesville High School
  Bartlesville, OK
• 03/2023 → Present
  Forge Financial Services, Llc
  Edmond, OK

Other Businesses

1) 03/28/2023 - Shaw Financial Services, INC. / DBA for LPL Business (entity for LPL business) / Investment Related / 160 Hours per month/ 8 hours during trading / at reported business location(s) 2) 01/09/2024 - Forge Financial - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 02/06/2023 - 152 Hours Per Month/ During Trading 3) 01/09/2024 - Forge Financial Services, LLC - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 03/21/2023 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Forge Financial Services, LLC, an independent investment advisor firm. I started this business activity in 3/2023. 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. 4) 01/10/2024 - Forge Financial Services LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/06/2023 - 152 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2023-04-21

Other Names

• Benjamin Lindsly
• Ben Lindsley