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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2022-12-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Bancorpsouth Bank | Hattiesburg | MS | 03/2011 | 03/2017 |
| Infinex Investments, Inc. | Hattiesburg | MS | 12/2013 | 11/2022 |
| Bancorpsouth Wealth Management | Hattiesburg | MS | 04/2017 | 11/2022 |
| Lpl Financial Llc | Hattiesburg | MS | 11/2022 | Present |
| Cadence Bank | Harriesburg | MS | 11/2022 | Present |
1)11/10/2022 - Cadence Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)11/10/2022 - Highlands Capital - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 11/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-23 |
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