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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED | 2026-01-05 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
6666 S. Sheridon Suite 200, Tulsa, OK 74133 • United States
6666 S. Sheridan Rd. Ste. 200, Tulsa, OK 74133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Home Lending | Houston | TX | 10/2016 | 08/2022 |
| Enacomm | Tulsa | OK | 10/2022 | 07/2023 |
| Personal Investing | Tulsa | OK | 07/2023 | 06/2024 |
| Bank Of Oklahoma | Tulsa | OK | 11/2011 | 09/2016 |
| Principal Life Insurance Company | Tulsa | OK | 06/2024 | 01/2026 |
| Principal Securities, Inc. | Tulsa | OK | 06/2024 | 01/2026 |
| Orvis & Wadkins Financial Advisors, Llc | Tulsa | OK | 01/2025 | 02/2025 |
| Orvis & Wadkins Financial Services | Tulsa | OK | 02/2025 | 01/2026 |
| Lpl Financial | Tulsa | OK | 01/2026 | Present |
1) 12/18/2025 - Bontide Wealth / DBA LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 Total Hours per month - 150 Total Hours per month during trading 2) 12/18/2025 - Bontide Wealth / Insurance Agent/ Financial Advisor / Non-Variable Insurance / Inv Related / Tulsa OK 74133 / Start date 01/01/2026 - 160 Total Hours per month - 150 Total Hours per month during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-25 |
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