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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2022-12-02 |
Branch Locations
3290 B Dauphin Street, Mobile, AL 36606-4002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Mobile | AL | 09/2007 | 08/2021 |
| Wells Fargo Advisors Llc | Mobile | AL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mobile | AL | 11/2016 | 08/2021 |
| Bancorpsouth | Mobile | AL | 08/2021 | 12/2022 |
| Infinex Investments, Inc. | Meriden | CT | 08/2021 | 12/2022 |
| Lpl Financial Llc | Mobile | AL | 12/2022 | Present |
| Cadence Bank | Mobile | AL | 12/2022 | Present |
1) 12/2022 - Cadence Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / Mobile,Alabama 2) 12/2022 - Cadence Bank / Financial Institution Duty / Investment Related / Market President for the Mobile Metropolitan Area / Theodore, AL
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-12 |
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