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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-11-30 |
| TX | RA | APPROVED | 2022-11-30 |
Branch Locations
2850 N Highland Ave, Jackson, TN 38305 • United States
1026 College Street, Milan, TN 38358 • United States
1000 Union University Drive, Jackson, TN 38305 • United States
1434 S Highland Ave, Jackson, TN 38301 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
301 East Main St, Jackson, TN 38301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Infinex Investments, Inc. | Jackson | TN | 12/2013 | 11/2022 |
| Lpl Financial Llc | Jackson | TN | 11/2022 | Present |
| Cadence Bank | Jackson | TN | 11/2022 | Present |
1) 11/29/2022 - Cadence Investment Services - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 11/29/2022 - Fidelity & Guaranty, United Life Insurance Company, Oceanview Life and Annuity - Non-Variable Insurance - Investment related - Sells: Fixed annuity business, Highlands Capital - 1 Hour per month - Start date: 10/31/2022.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-20 |
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