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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-11-05 |
Branch Locations
1003 Washington Ave, Ocean Springs, MS 39564 • United States
2909 13Th Street, Gulfport, MS 39501 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
2909 13Th Street, Gulfport, MS 39501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Hattiesburg | MS | 10/2012 | 10/2016 |
| Wells Fargo Advisors, Llc | Hattiesburg | MS | 01/2016 | 10/2016 |
| Regions Bank | Biloxi | MS | 10/2016 | 05/2018 |
| Cetera Investment Advisers Llc | Biloxi | MS | 02/2017 | 05/2018 |
| Cetera Investment Services Llc | St. Cloud | MN | 02/2017 | 05/2018 |
| Cadence Bank | Gulfport | MS | 05/2018 | Present |
| Infinex | Diberville | MS | 02/2020 | 11/2022 |
| Lpl Financial | Gulfport | MS | 11/2022 | Present |
1- 05/2018 / Cadence Bank / Financial Institution Duty / INVESTMENT RELATED / Biloxi, MS 2- 11/2022 / Oceanview Life and Annuity / Non-Variable Insurance / INVESTMENT RELATED / Biloxi, MS 3- 11/2022 / Cadence Investment Services / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / Biloxi, MS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-08 |
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