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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-02-20 |
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Columbus | MS | 02/2017 | 04/2022 |
| Renasant Bank | Columbus | MS | 02/2017 | 04/2022 |
| Cb&S Financial Services (A Division Of Cb&S Bank) | Starkville | MS | 04/2022 | Present |
| Concourse Financial Group Securities Inc | Starkville | MS | 04/2022 | 02/2025 |
| Cetera Wealth Services, Llc | Starkville | MS | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
| Axa Advisors, Llc | New York | NY | 09/1999 | 02/2017 |
CB&S FINANCIAL SERVICES (A DIVISION OF CB&S BANK); Investment Related; Columbus, MS; Insurance and Financial Services; Financial Services Representative; Start Date 04/2022; 160 hours per month, more or less, with the majority of hours per month occurring during trading hours; Offer insurance, investment and securities products and services to CB&S customers. >> FELLOWSHIP OF CHRISTIAN ATHLETES (FCA); Non-Investment Related; Other; Board Member; 115 N Fulton Street, Mathiston, MS 39752; Start Date 2010; 3 hours per month with those 3 hours occurring during trading hours; Attend board meetings - purpose of organization is to expand the Christian faith with the coaches and players. I assist with the business of the local chapter of the FCA. >> 1st BAPTIST CHURCH; Non-Investment Related; Columbus, MS; Other; Deacon; Start Date 01/2013; 3 hours per month with no hours per month during trading hours; Attend monthly meeting to provide help to members and staff.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-09 |
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