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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-10-20 |
| TX | RA | APPROVED_RES | 2014-11-17 |
| MS | RA | APPROVED | 2009-03-20 |
Branch Locations
1200 Eastover Drive, Ste 300, Jackson, MS 39211 • United States
100 Court St, Lexington, MS 39095 • United States
200 Jerry Clower Blvd, Yazoo City, MS 39194 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Ridgeland | MS | 03/2009 | Present |
| Bankplus Bank | Ridgeland | MS | 03/2009 | Present |
1. 03/20/2009 - BANKPLUS INVESTMENT SERVICES - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 12/1/2016 - BankPlus Wealth Management - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Started 03/20/2009 - 80 Hours Per Month/1 Hour During Securities Trading - Trust Administrator.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-08 |
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