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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Mountain Brook | AL | 07/2016 | 03/2018 |
| Morgan Stanley | Birmingham | AL | 03/2018 | 06/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2018 | 06/2019 |
| Synovus Bank | Birmingham | AL | 07/2019 | 10/2025 |
| Synovus Securities, Inc. | Birmingham | AL | 07/2019 | 10/2025 |
| Cadence Bank | Birmingham | AL | 10/2025 | Present |
| Lpl Financial | Birmingham | AL | 01/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Cadence Investment Services - Investment Related - At Reported Business Location(s) - Start Date: 01/2026 2. 01/2026 - Cadence Bank - Financial Institution Duty - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - Birmingham, AL 35242 - OBA Start Date: 01/02/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-18 |
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