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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-04-11 |
| MS | RA | APPROVED | 2018-04-10 |
Branch Locations
1069 Highland Colony Pkwy, Ridgeland, MS 39157 • United States
411 Hwy 80 E, Clinton, MS 39056 • United States
1934 Spillway Rd, Brandon, MS 39047 • United States
220 Hwy 12 E, Koscuisko, MS 39090 • United States
1600 Highland Colony Pkwy, Madison, MS 39110 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Flowood | MS | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Flowood | MS | 11/2016 | 02/2018 |
| Lpl Financial, Llc | Ridgeland | MS | 04/2018 | Present |
| Renasant Bank | Ridgeland | MS | 04/2018 | Present |
1. 4/10/2018 - Renasant Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 02/10/2023 - Renasant Bank - Not Investment Related - At Reported Business Location(s) - Financial Institution Duty - Market President - Start Date: 01/18/2023 - 0 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-04 |
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