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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-10-28 |
| TX | RA | APPROVED_RES | 2025-10-15 |
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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Jackson | MS | 02/2013 | 02/2021 |
| Ameriprise Financial Services, Llc | Flowood | MS | 02/2021 | 10/2025 |
| Lpl Financial Llc | Madison | MS | 10/2025 | Present |
1) 10/2025 - Foxwood Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 10/2025 - Livingston Properties LLC - Owner, Real Estate Rental - Inv Rel - Madison, MS - Start: 10/2025 - 8 Hr/Mth 3) 10/2025 - The Victorious Creator Rob Reinike [Twitter Account] - Owner for potential life coaching business - Non-Inv Rel - Start: 10/2025 - 2 Hr/Mth 4) 10/14/2025 - Red Tail Fox, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 10/07/2025 - 30 hours per month/ 5 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-10 |
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