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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-06-30 |
| TX | RA | APPROVED_RES | 2025-06-30 |
Branch Locations
2112 Bienville Blvd., Suite A, Ocean Springs, MS 39564 • United States
2112 Bienville Blvd., Suite A, Ocean Springs, MS 39564 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Balance Financial, Pllc | Biloxi | MS | 04/2010 | 03/2018 |
| Voya Financial Advisors | Biloxi | MS | 09/2014 | 11/2018 |
| Securities America, Inc. | Biloxi | MS | 11/2018 | 06/2024 |
| Securities America Advisors | Biloxi | MS | 11/2018 | 06/2024 |
| Osaic Wealth, Inc. | Ocean Springs | MS | 06/2024 | 06/2025 |
| Lpl Financial Llc | Ocean Springs | MS | 06/2025 | Present |
1. 06/2025 - Coastal Wealth Management Group - DBA for LPL Business (entity for LPL business) - Investment related - 160 Hrs/Mth - 8 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 06/30/2025 2. 06/2025 - Independent Insurance Agent - Non-Variable Insurance - Investment related - 1 Hrs/Mth - 1 Hrs During Trading - Ocean Springs, MS 39564 - OBA Start Date: 06/30/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-15 |
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