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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2007-05-07 |
Branch Locations
Bankplus 143 S High St, Shubuta, MS 39360 • United States
Bankplus 1068 Highland Colony Pky 100, Ridgeland, MS 39157-8807 • United States
1200 Eastover Drive, Ste 300, Jackson, MS 39211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Jackson | MS | 05/2007 | Present |
| Bankplus Wealth Management Group | Jackson | MS | 05/2007 | Present |
1. 05/07/2007 - BankPlus Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 12/1/2014 - No Business Name - Investment Related - At Reported Business Location(s) - OTHER-NOTARY PUBLIC - Started 11/14/2014 - 1 Hours Per Month During Securities Trading - NOTARY PUBLIC FOR MS. 3. 6/1/2020 - BankPlus Wealth Management Group - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Investment Operations Officer/Personal Trust Administrator - Started 01/18/1999 - 140 Hours Per Month During Securities Trading - Administrative duties concerning client information/contact.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-21 |
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