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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-02-28 |
| MS | RA | APPROVED | 2004-05-05 |
Branch Locations
4500 I-55 North, Ste. 280, Jackson, MS 39211 • United States
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 | Jackson | MS | 05/2004 | Present |
(1) 05/06/2004 - NON-VARIABLE INSURANCE DBA - DBA-SUMMIT GROUP, INC - JACKSON, MS (2) 09/11/2013 - H2 ENERGY, LLC - LLC FOR PASSIVE INVESTMENT - PASSIVE INVESTOR - NO TIME SPENT (3) 09/11/2013 - BIG BOY, LLC - LLC FOR PASSIVE INVESTMENT INTEREST IN STRAT - PASSIVE INVESTOR. - NO TIME SPENT (4) 07/11/2016 * Summit Group * DBA for LPL Business (entity for LPL business) * INV REL * 4500 I-55 North, Suite 280 Jackson MS 39211 * LPL Business * START 05/05/2004 * 120 HRS/MO. DURING SECS TRDG HRS. (5) 07/21/2016 * Husker, LLC * Business Entity For Tax/Investment Purposes Only * INV REL * 4500 I-55 North Suite 280, Jackson, MS 39211 * LPL Business * START 05/05/2004 * 0 HRS/MO. (6) 2/25/2019 - Mark Wall & Company, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/04/2019 - 16 Hours Per Month/4 Hours During Securities Trading - Fixed insurance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-02-07 |
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