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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-06-16 |
| TX | RA | APPROVED | 2026-06-16 |
Branch Locations
7633 East 63Rd Place Suite 530, Tulsa, OK 74133 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
7633 East 63Rd Place, Suite 530, , Tulsa, OK 74133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tulsa | OK | 03/2017 | 06/2026 |
| Stay-At-Home Parent | Houston | TX | 04/2016 | 03/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 06/2017 | 06/2026 |
| Lpl Financial Llc | Tulsa | OK | 06/2026 | Present |
1. 06/2026 - Ascendus Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date: 6/16/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-02 |
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