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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-22 |
| OK | RA | APPROVED | 2026-07-22 |
Branch Locations
8601 North Garnett, Owasso, OK 74055 • United States
Frankfort, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Naperville | IL | 02/2016 | 05/2026 |
| Charles Schwab Bank | Naperville | IL | 02/2016 | 05/2026 |
| Lpl Financial | Owasso | OK | 05/2026 | Present |
| First Bank Of Owasso | Owasso | OK | 05/2026 | Present |
1. 06/2026 Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Financial Services- Inv Rel - At Reported Business Location (s) - Start Date 06/01/2026 2. 6/2026 - Financial Institution Duties - First Bank of Owasso - Financial Institution Duty - INV REL - 140 Hour(s)/Month – 140 Hour(s) During Trading - Owasso OK 74055 - OBA Start date: 05/29/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-22 |
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