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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-06 |
| MS | RA | APPROVED | 2022-12-02 |
Branch Locations
2201 Fair Park Blvd, Jonesboro, AR 72401 • United States
5100 Highway 51 North, Senatobia, MS 38668 • United States
700 S Main St, Jonesboro, AR 72401 • United States
6955 Goodman Rd, Olive Branch, MS 38654 • United States
517 South Lamar Blvd, Oxford, MS 38655 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Infinex Investments, Inc. | Olive Branch | MS | 12/2013 | 11/2022 |
| Lpl Financial Llc | Olive Branch | MS | 11/2022 | Present |
| Cadence Bank | Olive Branch | MS | 11/2022 | Present |
1) 11/2022- Cadence Investment Services- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s) 2) 11/2022- Non-Variable Insurance- Agent selling Fixed Annuity Business- inv. related- Olive Branch, MS - start date 11/2022- 4hrs/mth
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-02-05 |
| S65 | Uniform Investment Adviser Law Examination | 1995-05-12 |
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