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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-22 |
| MS | RA | APPROVED | 2024-12-12 |
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 |
|---|---|---|---|---|
| Sorrento Pacific Financial Llc | New Albany | MS | 07/2018 | 07/2022 |
| Bna Bank | New Albany | MS | 10/2014 | 07/2022 |
| Edward Jones | St Louis | MO | 07/2022 | 12/2024 |
| Lpl Financial Llc | New Albany | MS | 12/2024 | Present |
1- 12/2024 / Matthew Purvis / Non-Variable Insurance / Investment Related / 5 hrs mth / 1 hr during trading / New Albany, MS / Start date: 12/12/2024 2- 12/2024 / Purvis Investment Group, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 150 hrs mth / 6 hrs during trading / At reported business location(s) 3- 12/2024 / Purvis Holdings, LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / New Albany, MS / Start date: 08/19/2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-21 |
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