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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2015-07-02 |
| TX | RA | APPROVED | 2015-07-02 |
Branch Locations
1204 Office Park Drive, Unit B, Oxford, MS 38655 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Oxford | MS | 07/2015 | Present |
1. 07/02/2015 - GILES MCPHAIL WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ OXFORD, MS. 2. 6/7/2017 - Giles McPhail Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/01/2016 - 5 Hours Per Month/0 Hours During Securities Trading - Fixed insurance. 3) 01/14/2025 - Notary public State of MS - Not Investment Related - Other - Notary - At Reported Business Location(s) - Start Date:01/07/2025 - 1 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-14 |
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