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2901 South Bryant Avenue, Edmond, OK 73013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-09-05 |
| TX | RA | APPROVED | 2024-09-05 |
Branch Locations
4637 E 91St Street, Tulsa, OK 74137 • United States
2901 South Bryant Avenue, Edmond, OK 73013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Tulsa | OK | 05/2024 | Present |
| Katy Hylander Financial Coach | Owasso | OK | 01/2022 | 05/2024 |
| Hillcrest Medical Center | Tulsa | OK | 07/2014 | 10/2022 |
| Forge Financial Services, Llc | Tulsa | OK | 06/2024 | Present |
1) 05/10/2024 - Forge Financial - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 10/11/2024 - Forge Financial - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 06/17/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Forge Financial, an independent investment advisor firm. I started this business activity in 6/2024. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-02 |
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