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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; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Giles McPhail Wealth Management; Investment Related; at Reported Business Location(s); Start Date 07/02/2015; 160hrs/mth; 40hrs during trading 2.06/07/2017; Giles McPhail Wealth Management; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 07/01/2016; 5hrs/mth; 0hrs during trading 3.07/10/2020; none; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 01/01/2020; 1hrs/mth; 1hrs during trading 4.01/30/2024; Ohana Holdings; Real Estate Rental; Investment Related; Starkville,MS; Start Date 03/01/2024; 1hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-11 |
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