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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-01 |
| MS | RA | APPROVED | 2022-12-02 |
Branch Locations
2301 Highway 80 East, Pearl, MS 39232 • United States
150 East Metro Dr, Flowood, MS 39232 • United States
525 East Capitol Street, Jackson, MS 39201 • United States
758 S. Pear Orchard Rd, Ridgeland, MS 39157 • 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 |
|---|---|---|---|---|
| Infinex Investments, Inc. | Jackson | MS | 12/2013 | 11/2022 |
| Lpl Financial Llc | Jackson | MS | 11/2022 | Present |
| Cadence Bank | Jackson | MS | 11/2022 | Present |
1) 11/2022 - Cadence Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / 2) 11/2022 - Fidelity & Guaranty, United Life Insurance, Oceanview Life and Annuity / Non-Variable Insurance / fixed annuity business / Investment Related 3) 11/2022 - Cadence Bank - Dual Employment / Financial Institution Duty / VP / Financial advisor / Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-06 |
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