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101 S. Front Street, Tupelo, MS 38804 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vulcan Value Partners | Birmingham | AL | 01/2021 | 06/2024 |
| Unemployed | Memphis | TN | 10/2020 | 12/2020 |
| Southeastern Asset Management | Memphis | TN | 01/2002 | 09/2020 |
| Alps Distributors, Inc | Denver | CO | 04/2021 | 06/2024 |
| Unemployed | Oxford | MS | 07/2024 | 06/2025 |
| Hardy Reed | Oxford | MS | 07/2025 | Present |
Magnolia By the Sea, LLC; Not Investment-Related; 12 Village Road, Gloucester, MA 01930; Vacation Rental Property; Member; December 12, 2024 LLC Start date; approximately 3 hour/month - none during trading hours; handle inquiries, reservations and questions online.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-23 |
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